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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 | $11,820 | $72,486-83.7% | $87,103-86.4% | $72,976-83.8% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.9%-24.5pp | 69.5%-17.1pp |
| Annual return | 24.42% | 24.46%0pp | 28.19%-3.8pp | 81.02%-56.6pp |
| Employer contribution / active EE | $561 | $1,894-70.4% | $2,521-77.8% | $2,440-77.0% |
| Participant deferral / active EE | $2,249 | $3,270-31.2% | $4,049-44.5% | $3,608-37.7% |
| Admin fee / account holder | $1,133 | $5,055-77.6% | $7,491-84.9% | $5,124-77.9% |