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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 | $10,344 | $153,311-93.3% | $109,313-90.5% | $273,972-96.2% |
| Participation rate | 58.3% | 80.1%-21.8pp | 71.3%-12.9pp | 83.0%-24.7pp |
| Annual return | 6.13% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $215 | $5,619-96.2% | $3,892-94.5% | $4,869-95.6% |
| Participant deferral / active EE | $1,222 | $3,932-68.9% | $3,166-61.4% | $5,287-76.9% |
| Admin fee / account holder | $749 | $8,076-90.7% | $5,666-86.8% | $10,133-92.6% |