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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 | $13,191 | $88,707-85.1% | $74,184-82.2% | $273,972-95.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.31% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,435 | $3,159-54.6% | $2,370-39.4% | $4,869-70.5% |
| Participant deferral / active EE | $1,892 | $4,212-55.1% | $3,550-46.7% | $5,287-64.2% |
| Admin fee / account holder | $57,448 | $8,717+559.1% | $5,586+928.5% | $10,133+467.0% |