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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 | $24,687 | $140,592-82.4% | $123,105-79.9% | $125,389-80.3% |
| Participation rate | 68.4% | 88.2%-19.8pp | 86.8%-18.4pp | 83.2%-14.8pp |
| Annual return | -0.27% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,262 | $6,041-79.1% | $5,151-75.5% | $4,866-74.1% |
| Participant deferral / active EE | $3,432 | $6,980-50.8% | $6,229-44.9% | $5,352-35.9% |
| Admin fee / account holder | $1,768 | $11,198-84.2% | $9,014-80.4% | $9,541-81.5% |