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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 | $11,695 | $48,078-75.7% | $78,676-85.1% | $62,881-81.4% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 17.84% | 31.36%-13.5pp | 62.19%-44.3pp | 20.14%-2.3pp |
| Employer contribution / active EE | $259 | $2,015-87.2% | $2,850-90.9% | $2,281-88.7% |
| Participant deferral / active EE | $1,583 | $2,587-38.8% | $3,517-55.0% | $3,203-50.6% |
| Admin fee / account holder | $1,423 | $3,206-55.6% | $4,510-68.4% | $4,296-66.9% |