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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 | $13,004 | $71,230-81.7% | $93,727-86.1% | $80,959-83.9% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 10.95% | 11.26%-0.3pp | 133.83%-122.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $759 | $1,565-51.5% | $2,421-68.7% | $2,757-72.5% |
| Participant deferral / active EE | $2,827 | $4,037-30.0% | $4,417-36.0% | $4,300-34.3% |
| Admin fee / account holder | $942 | $6,961-86.5% | $8,292-88.6% | $6,925-86.4% |