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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 | $11,965 | $86,701-86.2% | $73,309-83.7% | $125,389-90.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 74.9%-14.9pp | 83.2%-23.2pp |
| Annual return | 1.16% | 2.78%-1.6pp | 5.67%-4.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $473 | $4,152-88.6% | $3,237-85.4% | $4,866-90.3% |
| Participant deferral / active EE | $5,327 | $5,549-4.0% | $4,991+6.7% | $5,352-0.5% |
| Admin fee / account holder | $5,647 | $7,768-27.3% | $5,635+0.2% | $9,541-40.8% |