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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 | $29,219 | $138,366-78.9% | $184,185-84.1% | $80,911-63.9% |
| Participation rate | 34.2% | 83.9%-49.7pp | 86.8%-52.6pp | 67.6%-33.4pp |
| Annual return | 16.97% | 20.02%-3.1pp | 28.81%-11.8pp | 35.63%-18.7pp |
| Employer contribution / active EE | $3,926 | $4,849-19.0% | $6,426-38.9% | $2,756+42.5% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $334 | $10,484-96.8% | $13,909-97.6% | $6,935-95.2% |