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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 | $14,616 | $45,438-67.8% | $80,004-81.7% | $59,633-75.5% |
| Participation rate | 55.0% | 63.7%-8.7pp | 73.0%-18.0pp | 68.7%-13.7pp |
| Annual return | 5.06% | 5.10%0pp | 7.63%-2.6pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $1,052 | $1,236-14.9% | $2,473-57.5% | $2,203-52.3% |
| Participant deferral / active EE | $1,627 | $2,231-27.1% | $3,204-49.2% | $3,192-49.0% |
| Admin fee / account holder | $1,325 | $3,464-61.7% | $5,033-73.7% | $4,297-69.2% |