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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 | $19,506 | $58,828-66.8% | $78,002-75.0% | $62,881-69.0% |
| Participation rate | 28.0% | 71.1%-43.1pp | 75.5%-47.5pp | 69.3%-41.3pp |
| Annual return | 6.59% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $655 | $1,672-60.8% | $2,470-73.5% | $2,281-71.3% |
| Participant deferral / active EE | $1,619 | $2,686-39.7% | $3,497-53.7% | $3,203-49.5% |
| Admin fee / account holder | $1,529 | $4,393-65.2% | $5,481-72.1% | $4,296-64.4% |