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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 | $18,277 | $72,114-74.7% | $108,745-83.2% | $62,881-70.9% |
| Participation rate | 31.6% | 74.6%-43.0pp | 77.7%-46.1pp | 69.3%-37.7pp |
| Annual return | 0.00% | 13.41%-13.4pp | 46.22%-46.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,153 | $2,694-57.2% | $3,323-65.3% | $2,281-49.4% |
| Participant deferral / active EE | $1,937 | $4,044-52.1% | $5,121-62.2% | $3,203-39.5% |
| Admin fee / account holder | $3,424 | $4,608-25.7% | $6,144-44.3% | $4,296-20.3% |