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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 | $12,019 | $52,467-77.1% | $57,196-79.0% | $55,167-78.2% |
| Participation rate | 60.4% | 75.8%-15.5pp | 75.3%-14.9pp | 69.0%-8.6pp |
| Annual return | 10.56% | 7.72%+2.8pp | 14.59%-4.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $712 | $2,477-71.2% | $2,683-73.4% | $1,963-63.7% |
| Participant deferral / active EE | $1,104 | $2,830-61.0% | $3,096-64.3% | $3,054-63.9% |
| Admin fee / account holder | $1,976 | $269+634.3% | $3,141-37.1% | $504+292.1% |