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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 | $9,380 | $127,387-92.6% | $115,038-91.8% | $125,389-92.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,830 | $5,166-64.6% | $4,608-60.3% | $4,866-62.4% |
| Participant deferral / active EE | $3,371 | $6,423-47.5% | $6,026-44.1% | $5,352-37.0% |
| Admin fee / account holder | $1,937 | $9,516-79.6% | $8,175-76.3% | $9,541-79.7% |