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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 | $11,913 | $86,940-86.3% | $102,434-88.4% | $80,935-85.3% |
| Participation rate | 58.7% | 72.4%-13.7pp | 76.5%-17.8pp | 67.7%-9.0pp |
| Annual return | 11.73% | 18.89%-7.2pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $839 | $2,370-64.6% | $3,023-72.2% | $2,757-69.6% |
| Participant deferral / active EE | $2,236 | $4,121-45.7% | $5,055-55.8% | $4,299-48.0% |
| Admin fee / account holder | $867 | $8,047-89.2% | $9,462-90.8% | $6,924-87.5% |