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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 | $4,109 | $76,834-94.7% | $108,359-96.2% | $87,485-95.3% |
| Participation rate | 42.4% | 61.7%-19.3pp | 70.1%-27.7pp | 68.9%-26.5pp |
| Annual return | 19.05% | 19.09%0pp | 36.89%-17.8pp | 26.06%-7.0pp |
| Employer contribution / active EE | $498 | $1,556-68.0% | $2,399-79.2% | $2,596-80.8% |
| Participant deferral / active EE | $1,493 | $3,100-51.9% | $4,137-63.9% | $4,274-65.1% |
| Admin fee / account holder | $7,832 | $6,537+19.8% | $9,741-19.6% | $7,775+0.7% |