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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 | $14,738 | $72,177-79.6% | $115,038-87.2% | $59,633-75.3% |
| Participation rate | 51.3% | 72.6%-21.3pp | 81.4%-30.1pp | 68.7%-17.4pp |
| Annual return | 4.47% | 12.02%-7.6pp | 26.14%-21.7pp | 2041.45%-2037.0pp |
| Employer contribution / active EE | $1,528 | $2,841-46.2% | $4,608-66.8% | $2,203-30.6% |
| Participant deferral / active EE | $3,170 | $4,783-33.7% | $6,026-47.4% | $3,192-0.7% |
| Admin fee / account holder | $1,264 | $4,927-74.3% | $8,175-84.5% | $4,297-70.6% |