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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 | $13,971 | $84,953-83.6% | $163,379-91.4% | $82,637-83.1% |
| Participation rate | 52.9% | 65.9%-13.0pp | 76.8%-23.9pp | 68.1%-15.1pp |
| Annual return | 17.85% | 23.07%-5.2pp | 63.41%-45.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $445 | $2,183-79.6% | $3,752-88.1% | $2,552-82.6% |
| Participant deferral / active EE | $1,642 | $4,326-62.0% | $6,282-73.9% | $4,126-60.2% |
| Admin fee / account holder | $552 | $7,921-93.0% | $9,818-94.4% | $7,339-92.5% |