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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 | $12,351 | $105,623-88.3% | $87,502-85.9% | $273,972-95.5% |
| Participation rate | 20.0% | 78.2%-58.2pp | 73.8%-53.8pp | 83.0%-63.0pp |
| Annual return | 5.45% | 12.26%-6.8pp | 12.21%-6.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $165 | $3,141-94.7% | $2,550-93.5% | $4,869-96.6% |
| Participant deferral / active EE | $340 | $3,601-90.6% | $3,149-89.2% | $5,287-93.6% |
| Admin fee / account holder | $493 | $4,781-89.7% | $4,221-88.3% | $10,133-95.1% |