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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 | $10,382 | $77,896-86.7% | $134,172-92.3% | $82,448-87.4% |
| Participation rate | 53.3% | 62.8%-9.5pp | 72.5%-19.1pp | 68.1%-14.7pp |
| Annual return | 20.13% | 18.21%+1.9pp | 25.30%-5.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $720 | $2,159-66.6% | $3,420-78.9% | $2,551-71.8% |
| Participant deferral / active EE | $1,149 | $3,162-63.7% | $4,690-75.5% | $4,139-72.2% |
| Admin fee / account holder | $1,008 | $6,336-84.1% | $12,016-91.6% | $7,234-86.1% |