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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 | $87,059-79.6% | $105,608-83.2% | $80,925-78.1% |
| Participation rate | 53.9% | 70.4%-16.5pp | 75.3%-21.3pp | 67.7%-13.7pp |
| Annual return | 12.12% | 17.05%-4.9pp | 116.50%-104.4pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,376 | $2,396-42.6% | $3,167-56.6% | $2,756-50.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,687 | $8,443-68.2% | $11,028-75.6% | $6,940-61.3% |