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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 | $14,248 | $99,345-85.7% | $84,753-83.2% | $273,972-94.8% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $947 | $4,214-77.5% | $3,574-73.5% | $4,869-80.5% |
| Participant deferral / active EE | $2,658 | $4,270-37.7% | $3,712-28.4% | $5,287-49.7% |
| Admin fee / account holder | $1,347 | $6,645-79.7% | $5,333-74.7% | $10,133-86.7% |