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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 | $13,239 | $65,704-79.9% | $94,229-86.0% | $59,633-77.8% |
| Participation rate | 63.2% | 72.1%-9.0pp | 78.8%-15.6pp | 68.7%-5.5pp |
| Annual return | 3.45% | 5.22%-1.8pp | 10.68%-7.2pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $1,866 | $2,021-7.7% | $3,587-48.0% | $2,203-15.3% |
| Participant deferral / active EE | $3,476 | $3,143+10.6% | $4,320-19.5% | $3,192+8.9% |
| Admin fee / account holder | $2,129 | $4,265-50.1% | $6,269-66.0% | $4,297-50.5% |