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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 | $17,841 | $76,551-76.7% | $123,894-85.6% | $62,881-71.6% |
| Participation rate | 36.6% | 73.0%-36.4pp | 81.4%-44.8pp | 69.3%-32.7pp |
| Annual return | 8.26% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $981 | $2,882-66.0% | $4,617-78.8% | $2,281-57.0% |
| Participant deferral / active EE | $2,142 | $4,840-55.7% | $5,984-64.2% | $3,203-33.1% |
| Admin fee / account holder | $835 | $4,826-82.7% | $8,357-90.0% | $4,296-80.6% |