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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 | $16,330 | $105,623-84.5% | $87,502-81.3% | $273,972-94.0% |
| Participation rate | 38.5% | 78.2%-39.7pp | 73.8%-35.4pp | 83.0%-44.6pp |
| Annual return | 10.57% | 12.26%-1.7pp | 12.21%-1.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $794 | $3,141-74.7% | $2,550-68.9% | $4,869-83.7% |
| Participant deferral / active EE | $936 | $3,601-74.0% | $3,149-70.3% | $5,287-82.3% |
| Admin fee / account holder | $826 | $4,781-82.7% | $4,221-80.4% | $10,133-91.9% |