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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 | $19,882 | $73,981-73.1% | $105,754-81.2% | $62,881-68.4% |
| Participation rate | 35.7% | 71.7%-36.0pp | 78.9%-43.2pp | 69.3%-33.6pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,253 | $2,856-56.1% | $4,079-69.3% | $2,281-45.1% |
| Participant deferral / active EE | $2,098 | $4,038-48.0% | $5,326-60.6% | $3,203-34.5% |
| Admin fee / account holder | $445 | $5,976-92.6% | $8,309-94.6% | $4,296-89.6% |