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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 | $13,284 | $73,459-81.9% | $178,528-92.6% | $74,429-82.2% |
| Participation rate | 37.4% | 66.5%-29.1pp | 77.1%-39.7pp | 67.2%-29.8pp |
| Annual return | 13.32% | 17.50%-4.2pp | 27.11%-13.8pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,445 | $2,219-34.9% | $3,950-63.4% | $2,625-45.0% |
| Participant deferral / active EE | $2,410 | $4,515-46.6% | $6,278-61.6% | $4,348-44.6% |
| Admin fee / account holder | $5,904 | $1,812+225.8% | $10,419-43.3% | $1,944+203.6% |