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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 | $10,799 | $72,607-85.1% | $90,259-88.0% | $87,485-87.7% |
| Participation rate | 37.0% | 64.8%-27.8pp | 70.7%-33.7pp | 68.9%-31.9pp |
| Annual return | 16.99% | 18.59%-1.6pp | 18.88%-1.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $890 | $1,919-53.6% | $2,291-61.2% | $2,596-65.7% |
| Participant deferral / active EE | $1,801 | $3,055-41.1% | $3,827-52.9% | $4,274-57.9% |
| Admin fee / account holder | $3,059 | $5,947-48.6% | $7,267-57.9% | $7,775-60.6% |