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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 | $12,610 | $153,311-91.8% | $109,313-88.5% | $273,972-95.4% |
| Participation rate | 29.2% | 80.1%-50.9pp | 71.3%-42.1pp | 83.0%-53.8pp |
| Annual return | 7.77% | 29.86%-22.1pp | 22.07%-14.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $72 | $5,619-98.7% | $3,892-98.2% | $4,869-98.5% |
| Participant deferral / active EE | $287 | $3,932-92.7% | $3,166-90.9% | $5,287-94.6% |
| Admin fee / account holder | $1,884 | $8,076-76.7% | $5,666-66.8% | $10,133-81.4% |