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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 | $25,215 | $140,592-82.1% | $123,105-79.5% | $125,389-79.9% |
| Participation rate | 68.4% | 88.2%-19.8pp | 86.8%-18.4pp | 83.2%-14.8pp |
| Annual return | -2.30% | 16.80%-19.1pp | 13.22%-15.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,837 | $6,980-59.4% | $6,229-54.5% | $5,352-47.0% |
| Admin fee / account holder | $421 | $11,198-96.2% | $9,014-95.3% | $9,541-95.6% |