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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 | $14,650 | $45,566-67.8% | $64,105-77.1% | $59,633-75.4% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | 0.02% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $894 | $934-4.2% | $1,820-50.9% | $2,203-59.4% |
| Participant deferral / active EE | $1,508 | $2,057-26.7% | $2,822-46.6% | $3,192-52.8% |
| Admin fee / account holder | $320 | $3,268-90.2% | $4,499-92.9% | $4,297-92.5% |