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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 | $13,004 | $93,346-86.1% | $71,796-81.9% | $273,972-95.3% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 83.0%-28.0pp |
| Annual return | 4.56% | 130.39%-125.8pp | 78.04%-73.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $659 | $2,733-75.9% | $1,924-65.8% | $4,869-86.5% |
| Participant deferral / active EE | $836 | $3,475-75.9% | $2,794-70.1% | $5,287-84.2% |
| Admin fee / account holder | $2,227 | $6,571-66.1% | $4,815-53.7% | $10,133-78.0% |