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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 | $11,790 | $39,162-69.9% | $100,671-88.3% | $59,633-80.2% |
| Participation rate | 49.3% | 55.9%-6.5pp | 70.7%-21.4pp | 68.7%-19.3pp |
| Annual return | -0.78% | 21.07%-21.9pp | 20.43%-21.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $470 | $1,151-59.1% | $4,012-88.3% | $2,203-78.7% |
| Participant deferral / active EE | $1,743 | $1,992-12.5% | $3,144-44.6% | $3,192-45.4% |
| Admin fee / account holder | $482 | $2,969-83.8% | $4,850-90.1% | $4,297-88.8% |