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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 | $10,923 | $72,607-85.0% | $90,259-87.9% | $87,485-87.5% |
| Participation rate | 63.1% | 64.8%-1.7pp | 70.7%-7.7pp | 68.9%-5.9pp |
| Annual return | 13.48% | 18.59%-5.1pp | 18.88%-5.4pp | 26.06%-12.6pp |
| Employer contribution / active EE | $583 | $1,919-69.6% | $2,291-74.6% | $2,596-77.6% |
| Participant deferral / active EE | $1,317 | $3,055-56.9% | $3,827-65.6% | $4,274-69.2% |
| Admin fee / account holder | $2,208 | $5,947-62.9% | $7,267-69.6% | $7,775-71.6% |