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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 | $12,818 | $72,012-82.2% | $185,827-93.1% | $79,858-83.9% |
| Participation rate | 65.4% | 65.8%-0.4pp | 78.0%-12.7pp | 69.6%-4.3pp |
| Annual return | 17.99% | 23.12%-5.1pp | 35.96%-18.0pp | 31.72%-13.7pp |
| Employer contribution / active EE | $743 | $1,965-62.2% | $4,087-81.8% | $2,471-69.9% |
| Participant deferral / active EE | $1,481 | $3,779-60.8% | $5,633-73.7% | $3,740-60.4% |
| Admin fee / account holder | $891 | $4,513-80.3% | $9,502-90.6% | $5,306-83.2% |