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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 | $11,282 | $65,712-82.8% | $57,196-80.3% | $273,972-95.9% |
| Participation rate | 47.1% | 78.3%-31.3pp | 75.3%-28.3pp | 83.0%-36.0pp |
| Annual return | 4.62% | 22.01%-17.4pp | 14.59%-10.0pp | 41.46%-36.8pp |
| Employer contribution / active EE | $567 | $3,280-82.7% | $2,683-78.9% | $4,869-88.4% |
| Participant deferral / active EE | $840 | $3,782-77.8% | $3,096-72.9% | $5,287-84.1% |
| Admin fee / account holder | $2,118 | $4,838-56.2% | $3,141-32.6% | $10,133-79.1% |