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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 | $18,088 | $76,367-76.3% | $93,614-80.7% | $72,983-75.2% |
| Participation rate | 44.7% | 71.7%-27.1pp | 75.8%-31.1pp | 69.5%-24.8pp |
| Annual return | 21.78% | 25.82%-4.0pp | 32.76%-11.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,312 | $2,275-42.3% | $2,718-51.7% | $2,440-46.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $386 | $6,838-94.4% | $7,889-95.1% | $5,124-92.5% |