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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 | $15,054 | $153,311-90.2% | $109,313-86.2% | $273,972-94.5% |
| Participation rate | 34.8% | 80.1%-45.3pp | 71.3%-36.5pp | 83.0%-48.2pp |
| Annual return | 5.86% | 29.86%-24.0pp | 22.07%-16.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $537 | $5,619-90.5% | $3,892-86.2% | $4,869-89.0% |
| Participant deferral / active EE | $645 | $3,932-83.6% | $3,166-79.6% | $5,287-87.8% |
| Admin fee / account holder | $3,364 | $8,076-58.3% | $5,666-40.6% | $10,133-66.8% |