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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 | $17,355 | $73,978-76.5% | $96,515-82.0% | $75,173-76.9% |
| Participation rate | 60.3% | 66.4%-6.2pp | 74.3%-14.1pp | 67.2%-6.9pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $855 | $2,931-70.8% | $3,740-77.1% | $2,671-68.0% |
| Participant deferral / active EE | $1,744 | $3,660-52.4% | $4,880-64.3% | $4,126-57.7% |
| Admin fee / account holder | $1,442 | $5,219-72.4% | $6,735-78.6% | $5,651-74.5% |