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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 | $15,703 | $52,678-70.2% | $75,784-79.3% | $59,633-73.7% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.8%-19.8pp | 68.7%-12.7pp |
| Annual return | -2.70% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,195 | $2,193-45.5% | $3,323-64.0% | $2,203-45.7% |
| Participant deferral / active EE | $2,245 | $2,591-13.3% | $3,652-38.5% | $3,192-29.6% |
| Admin fee / account holder | $598 | $3,610-83.4% | $5,300-88.7% | $4,297-86.1% |