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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 | $17,366 | $71,230-75.6% | $93,727-81.5% | $80,959-78.5% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.7%-13.4pp |
| Annual return | 11.27% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $930 | $1,565-40.6% | $2,421-61.6% | $2,757-66.3% |
| Participant deferral / active EE | $1,276 | $4,037-68.4% | $4,417-71.1% | $4,300-70.3% |
| Admin fee / account holder | $2,221 | $6,961-68.1% | $8,292-73.2% | $6,925-67.9% |