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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 | $13,481 | $153,311-91.2% | $109,313-87.7% | $273,972-95.1% |
| Participation rate | 52.9% | 80.1%-27.1pp | 71.3%-18.3pp | 83.0%-30.1pp |
| Annual return | 8.93% | 29.86%-20.9pp | 22.07%-13.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $933 | $5,619-83.4% | $3,892-76.0% | $4,869-80.8% |
| Participant deferral / active EE | $2,278 | $3,932-42.1% | $3,166-28.1% | $5,287-56.9% |
| Admin fee / account holder | $3,554 | $8,076-56.0% | $5,666-37.3% | $10,133-64.9% |