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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 | $17,931 | $60,165-70.2% | $74,184-75.8% | $55,167-67.5% |
| Participation rate | 65.5% | 74.2%-8.7pp | 76.6%-11.2pp | 69.0%-3.5pp |
| Annual return | 9.98% | 10.00%0pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $666 | $1,600-58.3% | $2,370-71.9% | $1,963-66.0% |
| Participant deferral / active EE | $1,765 | $2,973-40.6% | $3,550-50.3% | $3,054-42.2% |
| Admin fee / account holder | $979 | $419+133.5% | $5,586-82.5% | $504+94.3% |