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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 | $12,865 | $127,387-89.9% | $115,038-88.8% | $125,389-89.7% |
| Participation rate | 22.2% | 84.2%-61.9pp | 81.4%-59.1pp | 83.2%-61.0pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,099 | $6,423-67.3% | $6,026-65.2% | $5,352-60.8% |
| Admin fee / account holder | $9,047 | $9,516-4.9% | $8,175+10.7% | $9,541-5.2% |