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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 | $22,498 | $76,371-70.5% | $93,621-76.0% | $72,975-69.2% |
| Participation rate | 68.6% | 71.8%-3.2pp | 75.8%-7.3pp | 69.5%-0.9pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $3,069 | $2,276+34.9% | $2,719+12.9% | $2,440+25.8% |
| Participant deferral / active EE | $6,746 | $3,538+90.6% | $4,070+65.8% | $3,608+87.0% |
| Admin fee / account holder | $604 | $6,839-91.2% | $7,890-92.3% | $5,124-88.2% |