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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 | $19,106 | $54,541-65.0% | $78,778-75.7% | $70,124-72.8% |
| Participation rate | 54.3% | 60.8%-6.5pp | 69.2%-14.8pp | 69.5%-15.2pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $985 | $1,089-9.5% | $1,986-50.4% | $2,342-58.0% |
| Participant deferral / active EE | $1,834 | $2,210-17.0% | $2,958-38.0% | $3,332-45.0% |
| Admin fee / account holder | $687 | $3,709-81.5% | $5,134-86.6% | $4,645-85.2% |