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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 | $13,407 | $127,387-89.5% | $115,038-88.3% | $125,389-89.3% |
| Participation rate | 60.9% | 84.2%-23.3pp | 81.4%-20.5pp | 83.2%-22.3pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,200 | $5,166-76.8% | $4,608-73.9% | $4,866-75.3% |
| Participant deferral / active EE | $4,326 | $6,423-32.6% | $6,026-28.2% | $5,352-19.2% |
| Admin fee / account holder | $643 | $9,516-93.2% | $8,175-92.1% | $9,541-93.3% |