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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 | $11,901 | $48,364-75.4% | $71,796-83.4% | $62,881-81.1% |
| Participation rate | 47.6% | 60.6%-13.0pp | 69.1%-21.5pp | 69.3%-21.7pp |
| Annual return | 8.12% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $403 | $1,042-61.3% | $1,924-79.0% | $2,281-82.3% |
| Participant deferral / active EE | $1,657 | $2,091-20.8% | $2,794-40.7% | $3,203-48.3% |
| Admin fee / account holder | $1,272 | $3,771-66.3% | $4,815-73.6% | $4,296-70.4% |