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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 | $19,137 | $57,763-66.9% | $112,228-82.9% | $71,529-73.2% |
| Participation rate | 25.4% | 58.9%-33.6pp | 72.4%-47.1pp | 67.9%-42.6pp |
| Annual return | 15.00% | 18.26%-3.3pp | 30.23%-15.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $839 | $1,916-56.2% | $3,432-75.5% | $2,590-67.6% |
| Participant deferral / active EE | $0 | $2,865-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,732 | $1,563+10.9% | $7,752-77.7% | $1,588+9.1% |