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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 | $11,202 | $96,956-88.4% | $69,779-83.9% | $273,972-95.9% |
| Participation rate | 35.0% | 77.1%-42.1pp | 71.8%-36.8pp | 83.0%-48.0pp |
| Annual return | 6.36% | 12.93%-6.6pp | 12.99%-6.6pp | 41.46%-35.1pp |
| Employer contribution / active EE | $410 | $3,316-87.6% | $2,338-82.5% | $4,869-91.6% |
| Participant deferral / active EE | $722 | $3,744-80.7% | $2,931-75.4% | $5,287-86.3% |
| Admin fee / account holder | $1,499 | $7,934-81.1% | $4,381-65.8% | $10,133-85.2% |