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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 | $12,810 | $48,364-73.5% | $71,796-82.2% | $62,881-79.6% |
| Participation rate | 60.4% | 60.6%-0.2pp | 69.1%-8.7pp | 69.3%-8.9pp |
| Annual return | 12.22% | 13.16%-0.9pp | 78.04%-65.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $574 | $1,042-44.9% | $1,924-70.2% | $2,281-74.8% |
| Participant deferral / active EE | $1,422 | $2,091-32.0% | $2,794-49.1% | $3,203-55.6% |
| Admin fee / account holder | $761 | $3,771-79.8% | $4,815-84.2% | $4,296-82.3% |