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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 | $11,142 | $80,983-86.2% | $96,544-88.5% | $75,177-85.2% |
| Participation rate | 58.8% | 71.8%-13.0pp | 76.0%-17.2pp | 67.2%-8.4pp |
| Annual return | 24.91% | 27.05%-2.1pp | 25.88%-1.0pp | 160.75%-135.8pp |
| Employer contribution / active EE | $1,699 | $2,282-25.6% | $2,966-42.7% | $2,671-36.4% |
| Participant deferral / active EE | $2,816 | $3,929-28.3% | $4,851-42.0% | $4,126-31.8% |
| Admin fee / account holder | $1,119 | $6,717-83.3% | $8,254-86.4% | $5,651-80.2% |