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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 | $11,328 | $77,638-85.4% | $156,551-92.8% | $62,881-82.0% |
| Participation rate | 58.5% | 71.2%-12.7pp | 84.0%-25.5pp | 69.3%-10.8pp |
| Annual return | 7.87% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $717 | $3,444-79.2% | $5,501-87.0% | $2,281-68.6% |
| Participant deferral / active EE | $1,236 | $3,046-59.4% | $4,871-74.6% | $3,203-61.4% |
| Admin fee / account holder | $2,355 | $5,561-57.7% | $13,028-81.9% | $4,296-45.2% |