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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 | $12,278 | $71,215-82.8% | $93,696-86.9% | $80,935-84.8% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.7%-30.6pp |
| Annual return | 10.36% | 11.27%-0.9pp | 133.74%-123.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $863 | $1,565-44.9% | $2,422-64.4% | $2,757-68.7% |
| Participant deferral / active EE | $1,909 | $4,037-52.7% | $4,417-56.8% | $4,299-55.6% |
| Admin fee / account holder | $31,384 | $6,958+351.1% | $8,287+278.7% | $6,924+353.2% |