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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 | $12,327 | $76,551-83.9% | $123,894-90.1% | $62,881-80.4% |
| Participation rate | 30.3% | 73.0%-42.7pp | 81.4%-51.1pp | 69.3%-39.0pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $919 | $2,882-68.1% | $4,617-80.1% | $2,281-59.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $591 | $4,826-87.7% | $8,357-92.9% | $4,296-86.2% |