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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 | $17,542 | $81,487-78.5% | $102,412-82.9% | $80,935-78.3% |
| Participation rate | 47.9% | 66.8%-18.9pp | 74.5%-26.6pp | 67.7%-19.7pp |
| Annual return | 12.74% | 25.60%-12.9pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $912 | $3,103-70.6% | $3,870-76.4% | $2,757-66.9% |
| Participant deferral / active EE | $2,085 | $3,871-46.1% | $5,060-58.8% | $4,299-51.5% |
| Admin fee / account holder | $3,164 | $6,717-52.9% | $8,388-62.3% | $6,924-54.3% |