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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 | $18,723 | $47,969-61.0% | $85,969-78.2% | $52,331-64.2% |
| Participation rate | 32.8% | 61.7%-29.0pp | 76.5%-43.8pp | 68.1%-35.3pp |
| Annual return | 5.60% | -0.13%+5.7pp | 9.32%-3.7pp | 4.54%+1.1pp |
| Employer contribution / active EE | $650 | $1,460-55.5% | $3,474-81.3% | $1,882-65.5% |
| Participant deferral / active EE | $999 | $2,110-52.6% | $3,829-73.9% | $3,022-66.9% |
| Admin fee / account holder | $20,699 | $530+3806.7% | $6,053+242.0% | $592+3398.8% |