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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 | $14,405 | $52,519-72.6% | $155,789-90.8% | $59,633-75.8% |
| Participation rate | 62.5% | 61.7%+0.8pp | 76.1%-13.6pp | 68.7%-6.2pp |
| Annual return | 1.80% | 53.51%-51.7pp | 71.54%-69.7pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,168 | $3,084-29.7% | $4,798-54.8% | $3,192-32.1% |
| Admin fee / account holder | $1,246 | $3,540-64.8% | $7,477-83.3% | $4,297-71.0% |