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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 | $12,625 | $77,638-83.7% | $156,551-91.9% | $62,881-79.9% |
| Participation rate | 46.3% | 71.2%-24.9pp | 84.0%-37.7pp | 69.3%-23.0pp |
| Annual return | 8.67% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $428 | $3,444-87.6% | $5,501-92.2% | $2,281-81.2% |
| Participant deferral / active EE | $1,020 | $3,046-66.5% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $384 | $5,561-93.1% | $13,028-97.1% | $4,296-91.1% |