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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 | $11,807 | $93,064-87.3% | $74,577-84.2% | $273,972-95.7% |
| Participation rate | 37.5% | 74.9%-37.4pp | 68.1%-30.6pp | 83.0%-45.5pp |
| Annual return | 9.09% | 26.18%-17.1pp | 20.47%-11.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $728 | $3,160-77.0% | $2,525-71.2% | $4,869-85.1% |
| Participant deferral / active EE | $941 | $4,160-77.4% | $3,458-72.8% | $5,287-82.2% |
| Admin fee / account holder | $2,472 | $5,273-53.1% | $4,138-40.3% | $10,133-75.6% |