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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 | $17,971 | $93,346-80.7% | $71,796-75.0% | $273,972-93.4% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 2.57% | 130.39%-127.8pp | 78.04%-75.5pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,132 | $2,733-58.6% | $1,924-41.2% | $4,869-76.7% |
| Participant deferral / active EE | $2,358 | $3,475-32.1% | $2,794-15.6% | $5,287-55.4% |
| Admin fee / account holder | $31,946 | $6,571+386.2% | $4,815+563.5% | $10,133+215.3% |