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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 | $4,232 | $99,345-95.7% | $84,753-95.0% | $273,972-98.5% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 11.35% | 22.93%-11.6pp | 22.78%-11.4pp | 41.46%-30.1pp |
| Employer contribution / active EE | $748 | $4,214-82.2% | $3,574-79.1% | $4,869-84.6% |
| Participant deferral / active EE | $1,259 | $4,270-70.5% | $3,712-66.1% | $5,287-76.2% |
| Admin fee / account holder | $1,011 | $6,645-84.8% | $5,333-81.0% | $10,133-90.0% |