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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 | $11,155 | $53,774-79.3% | $134,162-91.7% | $79,852-86.0% |
| Participation rate | 46.4% | 58.8%-12.3pp | 72.2%-25.8pp | 69.6%-23.2pp |
| Annual return | 17.23% | 19.01%-1.8pp | 36.35%-19.1pp | 31.72%-14.5pp |
| Employer contribution / active EE | $528 | $1,322-60.0% | $3,705-85.7% | $2,471-78.6% |
| Participant deferral / active EE | $1,439 | $2,420-40.5% | $3,500-58.9% | $3,740-61.5% |
| Admin fee / account holder | $644 | $3,985-83.8% | $6,685-90.4% | $5,306-87.9% |