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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 | $17,738 | $93,346-81.0% | $71,796-75.3% | $273,972-93.5% |
| Participation rate | 36.4% | 76.5%-40.2pp | 69.1%-32.7pp | 83.0%-46.7pp |
| Annual return | 5.59% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $682 | $2,733-75.1% | $1,924-64.6% | $4,869-86.0% |
| Participant deferral / active EE | $1,303 | $3,475-62.5% | $2,794-53.4% | $5,287-75.4% |
| Admin fee / account holder | $525 | $6,571-92.0% | $4,815-89.1% | $10,133-94.8% |