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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 | $19,835 | $71,523-72.3% | $98,461-79.9% | $71,511-72.3% |
| Participation rate | 36.1% | 72.7%-36.6pp | 75.2%-39.1pp | 67.9%-31.8pp |
| Annual return | 0.00% | 32.43%-32.4pp | 21.17%-21.2pp | 28.86%-28.9pp |
| Employer contribution / active EE | $1,059 | $2,399-55.9% | $3,049-65.3% | $2,589-59.1% |
| Participant deferral / active EE | $2,090 | $4,109-49.1% | $4,738-55.9% | $4,291-51.3% |
| Admin fee / account holder | $580 | $1,676-65.4% | $8,961-93.5% | $1,588-63.5% |