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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 | $15,557 | $78,027-80.1% | $178,528-91.3% | $80,925-80.8% |
| Participation rate | 34.6% | 65.7%-31.1pp | 77.1%-42.5pp | 67.7%-33.0pp |
| Annual return | 11.22% | 18.09%-6.9pp | 27.11%-15.9pp | 35.65%-24.4pp |
| Employer contribution / active EE | $933 | $2,281-59.1% | $3,950-76.4% | $2,756-66.2% |
| Participant deferral / active EE | $2,074 | $4,408-52.9% | $6,278-67.0% | $4,299-51.8% |
| Admin fee / account holder | $466 | $7,168-93.5% | $10,419-95.5% | $6,940-93.3% |