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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 | $19,572 | $88,707-77.9% | $74,184-73.6% | $273,972-92.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 7.12% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,199 | $3,159-62.0% | $2,370-49.4% | $4,869-75.4% |
| Participant deferral / active EE | $2,734 | $4,212-35.1% | $3,550-23.0% | $5,287-48.3% |
| Admin fee / account holder | $26,000 | $8,717+198.3% | $5,586+365.5% | $10,133+156.6% |