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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 | $12,076 | $45,283-73.3% | $155,789-92.2% | $52,331-76.9% |
| Participation rate | 43.0% | 62.2%-19.2pp | 76.1%-33.1pp | 68.1%-25.1pp |
| Annual return | 1.33% | 1.80%-0.5pp | 71.54%-70.2pp | 4.54%-3.2pp |
| Employer contribution / active EE | $609 | $1,329-54.2% | $3,839-84.1% | $1,882-67.6% |
| Participant deferral / active EE | $1,146 | $2,854-59.9% | $4,798-76.1% | $3,022-62.1% |
| Admin fee / account holder | $573 | $981-41.6% | $7,477-92.3% | $592-3.2% |