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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 | $11,129 | $58,828-81.1% | $78,002-85.7% | $62,881-82.3% |
| Participation rate | 59.1% | 71.1%-12.0pp | 75.5%-16.4pp | 69.3%-10.2pp |
| Annual return | 8.33% | 17.16%-8.8pp | 425.99%-417.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,313 | $1,672-21.4% | $2,470-46.8% | $2,281-42.4% |
| Participant deferral / active EE | $1,918 | $2,686-28.6% | $3,497-45.1% | $3,203-40.1% |
| Admin fee / account holder | $635 | $4,393-85.6% | $5,481-88.4% | $4,296-85.2% |