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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 | $22,948 | $140,592-83.7% | $123,105-81.4% | $125,389-81.7% |
| Participation rate | 56.5% | 88.2%-31.7pp | 86.8%-30.3pp | 83.2%-26.7pp |
| Annual return | -0.33% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,364 | $6,041-77.4% | $5,151-73.5% | $4,866-72.0% |
| Participant deferral / active EE | $3,033 | $6,980-56.6% | $6,229-51.3% | $5,352-43.3% |
| Admin fee / account holder | $604 | $11,198-94.6% | $9,014-93.3% | $9,541-93.7% |