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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 | $11,551 | $127,386-90.9% | $115,037-90.0% | $125,388-90.8% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | 0.19% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,160 | $5,166-77.5% | $4,608-74.8% | $4,866-76.2% |
| Participant deferral / active EE | $2,498 | $6,423-61.1% | $6,026-58.6% | $5,352-53.3% |
| Admin fee / account holder | $4,633 | $9,516-51.3% | $8,175-43.3% | $9,541-51.4% |