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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 | $10,895 | $63,845-82.9% | $81,370-86.6% | $80,959-86.5% |
| Participation rate | 54.8% | 63.9%-9.1pp | 69.5%-14.8pp | 67.7%-12.9pp |
| Annual return | 14.17% | 16.37%-2.2pp | 24.85%-10.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,079 | $1,980-45.5% | $2,464-56.2% | $2,757-60.9% |
| Participant deferral / active EE | $1,657 | $3,093-46.4% | $3,885-57.4% | $4,300-61.5% |
| Admin fee / account holder | $1,880 | $5,688-67.0% | $5,749-67.3% | $6,925-72.9% |