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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 | $12,489 | $96,956-87.1% | $69,779-82.1% | $273,972-95.4% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.8%-11.8pp | 83.0%-23.0pp |
| Annual return | 5.43% | 12.93%-7.5pp | 12.99%-7.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,316 | $3,316-60.3% | $2,338-43.7% | $4,869-73.0% |
| Participant deferral / active EE | $2,235 | $3,744-40.3% | $2,931-23.8% | $5,287-57.7% |
| Admin fee / account holder | $331 | $7,934-95.8% | $4,381-92.5% | $10,133-96.7% |