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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 | $14,958 | $106,524-86.0% | $152,301-90.2% | $87,485-82.9% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.4%-18.4pp | 68.9%-4.9pp |
| Annual return | 19.32% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,096 | $3,371-67.5% | $4,624-76.3% | $2,596-57.8% |
| Participant deferral / active EE | $2,939 | $6,525-55.0% | $8,004-63.3% | $4,274-31.2% |
| Admin fee / account holder | $1,354 | $8,287-83.7% | $14,398-90.6% | $7,775-82.6% |