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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 | $10,594 | $88,707-88.1% | $74,184-85.7% | $273,972-96.1% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 10.30% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,223 | $3,159-61.3% | $2,370-48.4% | $4,869-74.9% |
| Participant deferral / active EE | $1,569 | $4,212-62.7% | $3,550-55.8% | $5,287-70.3% |
| Admin fee / account holder | $761 | $8,717-91.3% | $5,586-86.4% | $10,133-92.5% |