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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 | $10,226 | $72,269-85.8% | $101,271-89.9% | $79,852-87.2% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.1pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,263 | $2,692-53.1% | $3,660-65.5% | $2,471-48.9% |
| Participant deferral / active EE | $2,274 | $3,282-30.7% | $4,371-48.0% | $3,740-39.2% |
| Admin fee / account holder | $1,043 | $4,401-76.3% | $5,948-82.5% | $5,306-80.4% |