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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 | $15,144 | $52,678-71.3% | $75,784-80.0% | $59,633-74.6% |
| Participation rate | 48.8% | 67.2%-18.4pp | 75.8%-27.0pp | 68.7%-19.9pp |
| Annual return | 3.95% | 2.95%+1.0pp | 9.68%-5.7pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $1,411 | $2,193-35.7% | $3,323-57.6% | $2,203-36.0% |
| Participant deferral / active EE | $2,200 | $2,591-15.1% | $3,652-39.7% | $3,192-31.1% |
| Admin fee / account holder | $511 | $3,610-85.9% | $5,300-90.4% | $4,297-88.1% |