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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 | $11,283 | $77,638-85.5% | $156,551-92.8% | $62,881-82.1% |
| Participation rate | 48.1% | 71.2%-23.1pp | 84.0%-35.9pp | 69.3%-21.2pp |
| Annual return | 6.07% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $478 | $3,444-86.1% | $5,501-91.3% | $2,281-79.0% |
| Participant deferral / active EE | $1,802 | $3,046-40.8% | $4,871-63.0% | $3,203-43.7% |
| Admin fee / account holder | $3,129 | $5,561-43.7% | $13,028-76.0% | $4,296-27.2% |