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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 | $16,630 | $80,763-79.4% | $102,412-83.8% | $74,459-77.7% |
| Participation rate | 61.2% | 65.7%-4.5pp | 74.5%-13.3pp | 67.2%-6.1pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,929 | $3,160-39.0% | $3,870-50.2% | $2,626-26.5% |
| Participant deferral / active EE | $3,385 | $3,862-12.3% | $5,060-33.1% | $4,350-22.2% |
| Admin fee / account holder | $616 | $2,371-74.0% | $8,388-92.7% | $1,945-68.4% |