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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 | $13,149 | $54,320-75.8% | $67,653-80.6% | $52,331-74.9% |
| Participation rate | 63.6% | 73.6%-10.0pp | 75.7%-12.1pp | 68.1%-4.6pp |
| Annual return | 3.98% | 6.81%-2.8pp | 6625.22%-6621.2pp | 4.54%-0.6pp |
| Employer contribution / active EE | $1,078 | $1,544-30.2% | $2,266-52.4% | $1,882-42.7% |
| Participant deferral / active EE | $1,412 | $2,950-52.1% | $3,560-60.3% | $3,022-53.3% |
| Admin fee / account holder | $784 | $527+48.9% | $4,821-83.7% | $592+32.5% |