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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 | $14,300 | $60,349-76.3% | $74,184-80.7% | $62,881-77.3% |
| Participation rate | 0.0% | 72.7%-72.7pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 5.50% | 21.38%-15.9pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,930 | $1,680+14.9% | $2,370-18.6% | $2,281-15.4% |
| Participant deferral / active EE | $3,137 | $2,856+9.8% | $3,550-11.6% | $3,203-2.0% |
| Admin fee / account holder | $5,106 | $4,261+19.8% | $5,586-8.6% | $4,296+18.9% |