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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 | $13,519 | $81,504-83.4% | $102,437-86.8% | $80,959-83.3% |
| Participation rate | 53.8% | 66.9%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 10.56% | 25.60%-15.0pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,003 | $3,104-67.7% | $3,871-74.1% | $2,757-63.6% |
| Participant deferral / active EE | $2,183 | $3,871-43.6% | $5,060-56.9% | $4,300-49.2% |
| Admin fee / account holder | $967 | $6,719-85.6% | $8,388-88.5% | $6,925-86.0% |