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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 | $23,308 | $65,704-64.5% | $94,229-75.3% | $59,633-60.9% |
| Participation rate | 57.1% | 72.1%-15.0pp | 78.8%-21.6pp | 68.7%-11.5pp |
| Annual return | -1.11% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,689 | $2,021-16.4% | $3,587-52.9% | $2,203-23.3% |
| Participant deferral / active EE | $2,758 | $3,143-12.2% | $4,320-36.2% | $3,192-13.6% |
| Admin fee / account holder | $1,430 | $4,265-66.5% | $6,269-77.2% | $4,297-66.7% |