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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 | $17,749 | $45,566-61.0% | $64,105-72.3% | $59,633-70.2% |
| Participation rate | 60.7% | 60.2%+0.5pp | 68.2%-7.5pp | 68.7%-8.0pp |
| Annual return | 0.37% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $236 | $934-74.7% | $1,820-87.0% | $2,203-89.3% |
| Participant deferral / active EE | $945 | $2,057-54.1% | $2,822-66.5% | $3,192-70.4% |
| Admin fee / account holder | $1,921 | $3,268-41.2% | $4,499-57.3% | $4,297-55.3% |