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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 | $12,483 | $93,346-86.6% | $71,796-82.6% | $273,972-95.4% |
| Participation rate | 47.1% | 76.5%-29.5pp | 69.1%-22.1pp | 83.0%-36.0pp |
| Annual return | 8.18% | 130.39%-122.2pp | 78.04%-69.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $859 | $2,733-68.6% | $1,924-55.4% | $4,869-82.4% |
| Participant deferral / active EE | $1,400 | $3,475-59.7% | $2,794-49.9% | $5,287-73.5% |
| Admin fee / account holder | $510 | $6,571-92.2% | $4,815-89.4% | $10,133-95.0% |