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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 | $11,289 | $90,509-87.5% | $78,693-85.7% | $273,968-95.9% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 20.88% | 75.61%-54.7pp | 62.18%-41.3pp | 41.45%-20.6pp |
| Employer contribution / active EE | $613 | $3,175-80.7% | $2,850-78.5% | $4,869-87.4% |
| Participant deferral / active EE | $1,969 | $3,901-49.5% | $3,517-44.0% | $5,287-62.8% |
| Admin fee / account holder | $1,051 | $5,264-80.0% | $4,511-76.7% | $10,132-89.6% |