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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 | $10,469 | $47,848-78.1% | $81,473-87.2% | $70,126-85.1% |
| Participation rate | 27.8% | 58.3%-30.5pp | 68.0%-40.2pp | 69.5%-41.8pp |
| Annual return | 16.13% | 27.25%-11.1pp | 38.78%-22.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $808 | $1,527-47.1% | $2,568-68.5% | $2,343-65.5% |
| Participant deferral / active EE | $1,273 | $2,453-48.1% | $3,537-64.0% | $3,332-61.8% |
| Admin fee / account holder | $910 | $3,145-71.1% | $4,561-80.0% | $4,645-80.4% |