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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 | $13,195 | $113,941-88.4% | $94,229-86.0% | $125,389-89.5% |
| Participation rate | 68.2% | 82.9%-14.7pp | 78.8%-10.6pp | 83.2%-15.0pp |
| Annual return | -0.91% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,086 | $4,727-77.0% | $3,587-69.7% | $4,866-77.7% |
| Participant deferral / active EE | $1,808 | $5,179-65.1% | $4,320-58.2% | $5,352-66.2% |
| Admin fee / account holder | $1,439 | $8,392-82.8% | $6,269-77.0% | $9,541-84.9% |