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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 | $10,850 | $57,352-81.1% | $83,831-87.1% | $64,173-83.1% |
| Participation rate | 38.6% | 68.6%-30.0pp | 76.1%-37.6pp | 69.6%-31.0pp |
| Annual return | 13.12% | 11.38%+1.7pp | 850.99%-837.9pp | 7.63%+5.5pp |
| Employer contribution / active EE | $768 | $2,546-69.8% | $3,631-78.9% | $2,381-67.8% |
| Participant deferral / active EE | $1,258 | $2,993-58.0% | $4,082-69.2% | $3,470-63.7% |
| Admin fee / account holder | $1,088 | $4,046-73.1% | $5,479-80.1% | $4,887-77.7% |