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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 | $12,862 | $72,177-82.2% | $115,038-88.8% | $59,633-78.4% |
| Participation rate | 59.1% | 72.6%-13.5pp | 81.4%-22.3pp | 68.7%-9.6pp |
| Annual return | 1.11% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,967 | $2,841-30.8% | $4,608-57.3% | $2,203-10.7% |
| Participant deferral / active EE | $2,333 | $4,783-51.2% | $6,026-61.3% | $3,192-26.9% |
| Admin fee / account holder | $936 | $4,927-81.0% | $8,175-88.5% | $4,297-78.2% |