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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 | $13,234 | $52,911-75.0% | $73,309-81.9% | $59,633-77.8% |
| Participation rate | 46.6% | 68.2%-21.7pp | 74.9%-28.4pp | 68.7%-22.1pp |
| Annual return | 3.38% | 12.20%-8.8pp | 5.67%-2.3pp | 2041.40%-2038.0pp |
| Employer contribution / active EE | $1,272 | $1,909-33.4% | $3,237-60.7% | $2,203-42.2% |
| Participant deferral / active EE | $2,140 | $4,069-47.4% | $4,991-57.1% | $3,192-32.9% |
| Admin fee / account holder | $1,804 | $3,835-53.0% | $5,635-68.0% | $4,297-58.0% |