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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 | $17,347 | $65,367-73.5% | $92,915-81.3% | $72,976-76.2% |
| Participation rate | 54.7% | 68.3%-13.6pp | 76.0%-21.3pp | 69.5%-14.8pp |
| Annual return | 18.05% | 42.11%-24.1pp | 109.45%-91.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $24,404 | $2,594+840.9% | $3,653+568.0% | $2,440+900.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $25,378 | $4,251+496.9% | $5,796+337.9% | $5,124+395.3% |