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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 | $17,449 | $81,487-78.6% | $102,412-83.0% | $80,935-78.4% |
| Participation rate | 56.7% | 66.8%-10.2pp | 74.5%-17.8pp | 67.7%-11.0pp |
| Annual return | 11.67% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $868 | $3,103-72.0% | $3,870-77.6% | $2,757-68.5% |
| Participant deferral / active EE | $2,879 | $3,871-25.6% | $5,060-43.1% | $4,299-33.0% |
| Admin fee / account holder | $1,534 | $6,717-77.2% | $8,388-81.7% | $6,924-77.8% |