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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 | $11,878 | $48,364-75.4% | $71,796-83.5% | $62,881-81.1% |
| Participation rate | 46.2% | 60.6%-14.5pp | 69.1%-23.0pp | 69.3%-23.2pp |
| Annual return | 7.21% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $460 | $1,042-55.8% | $1,924-76.1% | $2,281-79.8% |
| Participant deferral / active EE | $1,229 | $2,091-41.2% | $2,794-56.0% | $3,203-61.6% |
| Admin fee / account holder | $599 | $3,771-84.1% | $4,815-87.6% | $4,296-86.1% |