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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 | $10,883 | $54,763-80.1% | $90,324-88.0% | $72,976-85.1% |
| Participation rate | 57.1% | 65.2%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 20.29% | 30.63%-10.3pp | 78.15%-57.9pp | 81.02%-60.7pp |
| Employer contribution / active EE | $555 | $2,093-73.5% | $2,856-80.6% | $2,440-77.3% |
| Participant deferral / active EE | $1,112 | $2,887-61.5% | $3,885-71.4% | $3,608-69.2% |
| Admin fee / account holder | $2,626 | $3,973-33.9% | $5,356-51.0% | $5,124-48.7% |