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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 | $12,619 | $93,064-86.4% | $74,577-83.1% | $273,972-95.4% |
| Participation rate | 47.8% | 74.9%-27.1pp | 68.1%-20.3pp | 83.0%-35.2pp |
| Annual return | 15.30% | 26.18%-10.9pp | 20.47%-5.2pp | 41.46%-26.2pp |
| Employer contribution / active EE | $994 | $3,160-68.5% | $2,525-60.6% | $4,869-79.6% |
| Participant deferral / active EE | $2,578 | $4,160-38.0% | $3,458-25.5% | $5,287-51.2% |
| Admin fee / account holder | $543 | $5,273-89.7% | $4,138-86.9% | $10,133-94.6% |