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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 | $16,364 | $72,177-77.3% | $115,038-85.8% | $59,633-72.6% |
| Participation rate | 41.0% | 72.6%-31.5pp | 81.4%-40.3pp | 68.7%-27.6pp |
| Annual return | -1.58% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $554 | $2,841-80.5% | $4,608-88.0% | $2,203-74.9% |
| Participant deferral / active EE | $2,106 | $4,783-56.0% | $6,026-65.0% | $3,192-34.0% |
| Admin fee / account holder | $4,968 | $4,927+0.8% | $8,175-39.2% | $4,297+15.6% |