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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 | $17,719 | $87,037-79.6% | $106,201-83.3% | $80,874-78.1% |
| Participation rate | 53.9% | 70.4%-16.5pp | 75.3%-21.3pp | 67.6%-13.7pp |
| Annual return | 12.12% | 17.05%-4.9pp | 116.26%-104.1pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,376 | $2,396-42.6% | $3,170-56.6% | $2,756-50.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,687 | $8,434-68.1% | $11,039-75.7% | $6,935-61.3% |