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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 | $12,409 | $81,457-84.8% | $103,378-88.0% | $80,911-84.7% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 15.74% | 25.58%-9.8pp | 24.91%-9.2pp | 35.63%-19.9pp |
| Employer contribution / active EE | $813 | $3,107-73.8% | $3,870-79.0% | $2,756-70.5% |
| Participant deferral / active EE | $2,923 | $3,871-24.5% | $5,058-42.2% | $4,297-32.0% |
| Admin fee / account holder | $1,548 | $6,717-76.9% | $8,401-81.6% | $6,935-77.7% |