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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 | $10,585 | $99,345-89.3% | $84,753-87.5% | $273,972-96.1% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 16.23% | 22.93%-6.7pp | 22.78%-6.6pp | 41.46%-25.2pp |
| Employer contribution / active EE | $718 | $4,214-83.0% | $3,574-79.9% | $4,869-85.3% |
| Participant deferral / active EE | $2,307 | $4,270-46.0% | $3,712-37.9% | $5,287-56.4% |
| Admin fee / account holder | $2,322 | $6,645-65.1% | $5,333-56.5% | $10,133-77.1% |