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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 | $19,085 | $65,961-71.1% | $180,320-89.4% | $94,015-79.7% |
| Participation rate | 56.3% | 61.3%-5.0pp | 71.5%-15.3pp | 70.8%-14.6pp |
| Annual return | 11.90% | 14.27%-2.4pp | 778.54%-766.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $557 | $1,737-68.0% | $4,108-86.4% | $2,790-80.0% |
| Participant deferral / active EE | $3,147 | $3,003+4.8% | $4,304-26.9% | $4,249-26.0% |
| Admin fee / account holder | $2,363 | $4,901-51.8% | $10,000-76.4% | $8,951-73.6% |