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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 | $13,705 | $48,364-71.7% | $71,796-80.9% | $62,881-78.2% |
| Participation rate | 59.0% | 60.6%-1.6pp | 69.1%-10.1pp | 69.3%-10.3pp |
| Annual return | 6.25% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $492 | $1,042-52.8% | $1,924-74.4% | $2,281-78.4% |
| Participant deferral / active EE | $1,103 | $2,091-47.2% | $2,794-60.5% | $3,203-65.5% |
| Admin fee / account holder | $574 | $3,771-84.8% | $4,815-88.1% | $4,296-86.6% |