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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 | $13,856 | $53,774-74.2% | $134,162-89.7% | $79,852-82.6% |
| Participation rate | 35.1% | 58.8%-23.6pp | 72.2%-37.1pp | 69.6%-34.5pp |
| Annual return | 12.53% | 19.01%-6.5pp | 36.35%-23.8pp | 31.72%-19.2pp |
| Employer contribution / active EE | $822 | $1,322-37.8% | $3,705-77.8% | $2,471-66.8% |
| Participant deferral / active EE | $995 | $2,420-58.9% | $3,500-71.6% | $3,740-73.4% |
| Admin fee / account holder | $685 | $3,985-82.8% | $6,685-89.8% | $5,306-87.1% |