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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 | $11,259 | $72,273-84.4% | $101,275-88.9% | $79,856-85.9% |
| Participation rate | 48.6% | 68.5%-19.9pp | 75.8%-27.2pp | 69.6%-21.1pp |
| Annual return | 16.05% | 22.30%-6.2pp | 46.48%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $726 | $2,691-73.0% | $3,660-80.2% | $2,471-70.6% |
| Participant deferral / active EE | $1,634 | $3,282-50.2% | $4,371-62.6% | $3,741-56.3% |
| Admin fee / account holder | $470 | $4,401-89.3% | $5,948-92.1% | $5,306-91.1% |