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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 | $11,336 | $105,623-89.3% | $87,502-87.0% | $273,972-95.9% |
| Participation rate | 54.5% | 78.2%-23.6pp | 73.8%-19.3pp | 83.0%-28.5pp |
| Annual return | 5.47% | 12.26%-6.8pp | 12.21%-6.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $896 | $3,141-71.5% | $2,550-64.9% | $4,869-81.6% |
| Participant deferral / active EE | $1,610 | $3,601-55.3% | $3,149-48.9% | $5,287-69.6% |
| Admin fee / account holder | $1,966 | $4,781-58.9% | $4,221-53.4% | $10,133-80.6% |