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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 | $73,532-81.9% | $178,505-92.6% | $74,478-82.2% |
| Participation rate | 37.4% | 66.6%-29.2pp | 77.1%-39.7pp | 67.2%-29.8pp |
| Annual return | 13.32% | 17.49%-4.2pp | 27.16%-13.8pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,445 | $2,221-34.9% | $3,955-63.5% | $2,626-45.0% |
| Participant deferral / active EE | $2,410 | $4,519-46.7% | $6,280-61.6% | $4,350-44.6% |
| Admin fee / account holder | $5,904 | $1,813+225.7% | $10,428-43.4% | $1,946+203.4% |