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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 | $12,833 | $93,064-86.2% | $74,577-82.8% | $273,972-95.3% |
| Participation rate | 30.8% | 74.9%-44.2pp | 68.1%-37.3pp | 83.0%-52.2pp |
| Annual return | 16.73% | 26.18%-9.5pp | 20.47%-3.7pp | 41.46%-24.7pp |
| Employer contribution / active EE | $423 | $3,160-86.6% | $2,525-83.2% | $4,869-91.3% |
| Participant deferral / active EE | $2,177 | $4,160-47.7% | $3,458-37.1% | $5,287-58.8% |
| Admin fee / account holder | $1,234 | $5,273-76.6% | $4,138-70.2% | $10,133-87.8% |