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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,921 | $78,013-84.7% | $178,449-93.3% | $80,911-85.3% |
| Participation rate | 53.8% | 65.7%-11.8pp | 77.1%-23.3pp | 67.6%-13.8pp |
| Annual return | 15.99% | 18.07%-2.1pp | 27.09%-11.1pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,255 | $2,287-45.1% | $3,951-68.2% | $2,756-54.5% |
| Participant deferral / active EE | $2,210 | $4,408-49.9% | $6,277-64.8% | $4,297-48.6% |
| Admin fee / account holder | $1,897 | $7,166-73.5% | $10,362-81.7% | $6,935-72.6% |