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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 | $13,177 | $72,177-81.7% | $115,038-88.5% | $59,633-77.9% |
| Participation rate | 61.7% | 72.6%-10.8pp | 81.4%-19.7pp | 68.7%-7.0pp |
| Annual return | 0.34% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,829 | $2,841-35.6% | $4,608-60.3% | $2,203-17.0% |
| Participant deferral / active EE | $3,684 | $4,783-23.0% | $6,026-38.9% | $3,192+15.4% |
| Admin fee / account holder | $2,769 | $4,927-43.8% | $8,175-66.1% | $4,297-35.6% |