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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 | $11,684 | $91,086-87.2% | $203,872-94.3% | $86,983-86.6% |
| Participation rate | 44.7% | 65.8%-21.1pp | 77.8%-33.1pp | 69.5%-24.9pp |
| Annual return | 18.94% | 22.30%-3.4pp | 85.11%-66.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $750 | $2,063-63.7% | $3,757-80.0% | $2,584-71.0% |
| Participant deferral / active EE | $1,505 | $4,019-62.5% | $6,388-76.4% | $4,194-64.1% |
| Admin fee / account holder | $617 | $8,987-93.1% | $11,730-94.7% | $7,856-92.1% |