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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 | $10,341 | $47,944-78.4% | $67,834-84.8% | $62,881-83.6% |
| Participation rate | 45.7% | 61.1%-15.4pp | 68.8%-23.1pp | 69.3%-23.6pp |
| Annual return | 12.09% | 11.77%+0.3pp | 138.47%-126.4pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,142 | $1,562-26.9% | $2,403-52.5% | $2,281-49.9% |
| Participant deferral / active EE | $2,000 | $2,247-11.0% | $3,160-36.7% | $3,203-37.6% |
| Admin fee / account holder | $1,200 | $3,712-67.7% | $4,622-74.0% | $4,296-72.1% |