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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 | $15,538 | $73,532-78.9% | $178,505-91.3% | $74,478-79.1% |
| Participation rate | 19.3% | 66.6%-47.3pp | 77.1%-57.8pp | 67.2%-47.9pp |
| Annual return | 13.88% | 17.49%-3.6pp | 27.16%-13.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,055 | $2,221-52.5% | $3,955-73.3% | $2,626-59.8% |
| Participant deferral / active EE | $1,797 | $4,519-60.2% | $6,280-71.4% | $4,350-58.7% |
| Admin fee / account holder | $729 | $1,813-59.8% | $10,428-93.0% | $1,946-62.5% |