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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 | $16,840 | $140,592-88.0% | $123,106-86.3% | $125,388-86.6% |
| Participation rate | 37.5% | 88.2%-50.7pp | 86.8%-49.3pp | 83.2%-45.7pp |
| Annual return | -0.94% | 16.80%-17.7pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,700 | $6,041-71.9% | $5,151-67.0% | $4,866-65.1% |
| Participant deferral / active EE | $3,759 | $6,980-46.2% | $6,229-39.7% | $5,352-29.8% |
| Admin fee / account holder | $1,199 | $11,198-89.3% | $9,015-86.7% | $9,541-87.4% |