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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 | $24,669 | $101,763-75.8% | $164,866-85.0% | $80,874-69.5% |
| Participation rate | 29.4% | 71.8%-42.4pp | 78.6%-49.2pp | 67.6%-38.2pp |
| Annual return | 0.00% | 16.73%-16.7pp | 69.97%-70.0pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,340 | $2,954-54.6% | $4,343-69.1% | $2,756-51.4% |
| Participant deferral / active EE | $2,462 | $4,477-45.0% | $6,033-59.2% | $4,297-42.7% |
| Admin fee / account holder | $7,833 | $8,228-4.8% | $12,689-38.3% | $6,935+13.0% |