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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 | $11,511 | $70,667-83.7% | $123,105-90.6% | $52,331-78.0% |
| Participation rate | 32.4% | 83.7%-51.3pp | 86.8%-54.4pp | 68.1%-35.7pp |
| Annual return | 11.87% | 6.23%+5.6pp | 13.22%-1.3pp | 4.54%+7.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,606 | $4,493-42.0% | $6,229-58.2% | $3,022-13.8% |
| Admin fee / account holder | $313 | $506-38.2% | $9,014-96.5% | $592-47.1% |