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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 | $13,969 | $190,879-92.7% | $160,009-91.3% | $134,532-89.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 0.79% | 552.63%-551.8pp | 408.85%-408.1pp | 418.27%-417.5pp |
| Employer contribution / active EE | $1,372 | $4,995-72.5% | $4,225-67.5% | $4,741-71.1% |
| Participant deferral / active EE | $1,605 | $6,924-76.8% | $6,183-74.0% | $6,401-74.9% |
| Admin fee / account holder | $1,000 | $10,495-90.5% | $8,715-88.5% | $11,429-91.2% |