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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 | $12,068 | $41,377-70.8% | $109,313-89.0% | $62,881-80.8% |
| Participation rate | 39.5% | 57.5%-18.0pp | 71.3%-31.7pp | 69.3%-29.8pp |
| Annual return | 8.31% | 11.05%-2.7pp | 22.07%-13.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $428 | $1,276-66.4% | $3,892-89.0% | $2,281-81.2% |
| Participant deferral / active EE | $1,116 | $2,045-45.4% | $3,166-64.8% | $3,203-65.2% |
| Admin fee / account holder | $374 | $2,884-87.0% | $5,666-93.4% | $4,296-91.3% |