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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 | $20,438 | $58,828-65.3% | $78,002-73.8% | $62,881-67.5% |
| Participation rate | 52.1% | 71.1%-19.0pp | 75.5%-23.5pp | 69.3%-17.2pp |
| Annual return | 6.38% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $483 | $1,672-71.1% | $2,470-80.4% | $2,281-78.8% |
| Participant deferral / active EE | $1,184 | $2,686-55.9% | $3,497-66.1% | $3,203-63.0% |
| Admin fee / account holder | $8,998 | $4,393+104.8% | $5,481+64.2% | $4,296+109.5% |