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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 | $11,707 | $99,345-88.2% | $84,753-86.2% | $273,972-95.7% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 10.35% | 22.93%-12.6pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $726 | $4,214-82.8% | $3,574-79.7% | $4,869-85.1% |
| Participant deferral / active EE | $1,738 | $4,270-59.3% | $3,712-53.2% | $5,287-67.1% |
| Admin fee / account holder | $364 | $6,645-94.5% | $5,333-93.2% | $10,133-96.4% |