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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 | $24,577 | $140,592-82.5% | $123,105-80.0% | $125,389-80.4% |
| Participation rate | 68.8% | 88.2%-19.4pp | 86.8%-18.0pp | 83.2%-14.4pp |
| Annual return | -0.71% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,370 | $6,980-51.7% | $6,229-45.9% | $5,352-37.0% |
| Admin fee / account holder | $474 | $11,198-95.8% | $9,014-94.7% | $9,541-95.0% |