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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 | $21,911 | $70,435-68.9% | $96,575-77.3% | $85,856-74.5% |
| Participation rate | 53.3% | 61.8%-8.5pp | 69.8%-16.6pp | 69.3%-16.1pp |
| Annual return | 18.58% | 18.59%0pp | 37.79%-19.2pp | 318.58%-300.0pp |
| Employer contribution / active EE | $863 | $1,413-39.0% | $2,357-63.4% | $2,565-66.4% |
| Participant deferral / active EE | $2,127 | $2,894-26.5% | $3,849-44.7% | $3,952-46.2% |
| Admin fee / account holder | $632 | $4,997-87.4% | $6,182-89.8% | $6,261-89.9% |