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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 | $13,008 | $87,132-85.1% | $105,624-87.7% | $80,959-83.9% |
| Participation rate | 61.8% | 70.4%-8.7pp | 75.3%-13.5pp | 67.7%-5.9pp |
| Annual return | 12.31% | 17.03%-4.7pp | 116.20%-103.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $898 | $2,397-62.5% | $3,168-71.7% | $2,757-67.4% |
| Participant deferral / active EE | $2,377 | $3,985-40.4% | $5,013-52.6% | $4,300-44.7% |
| Admin fee / account holder | $515 | $8,449-93.9% | $10,961-95.3% | $6,925-92.6% |