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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 | $14,493 | $81,487-82.2% | $102,412-85.8% | $80,935-82.1% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.7%-13.1pp |
| Annual return | 15.97% | 25.60%-9.6pp | 24.94%-9.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,050 | $3,103-66.2% | $3,870-72.9% | $2,757-61.9% |
| Participant deferral / active EE | $1,910 | $3,871-50.6% | $5,060-62.2% | $4,299-55.6% |
| Admin fee / account holder | $487 | $6,717-92.8% | $8,388-94.2% | $6,924-93.0% |