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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 | $16,931 | $145,431-88.4% | $211,142-92.0% | $87,485-80.6% |
| Participation rate | 69.0% | 84.7%-15.8pp | 87.3%-18.3pp | 68.9%0pp |
| Annual return | 24.08% | 27.21%-3.1pp | 46.84%-22.8pp | 26.06%-2.0pp |
| Employer contribution / active EE | $6,624 | $4,662+42.1% | $6,442+2.8% | $2,596+155.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,000 | $17,052-82.4% | $19,076-84.3% | $7,775-61.4% |