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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 | $22,977 | $60,349-61.9% | $74,184-69.0% | $62,881-63.5% |
| Participation rate | 67.6% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $376 | $1,680-77.6% | $2,370-84.1% | $2,281-83.5% |
| Participant deferral / active EE | $1,301 | $2,856-54.5% | $3,550-63.4% | $3,203-59.4% |
| Admin fee / account holder | $3,988 | $4,261-6.4% | $5,586-28.6% | $4,296-7.2% |