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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 | $11,836 | $65,704-82.0% | $94,229-87.4% | $59,633-80.2% |
| Participation rate | 69.0% | 72.1%-3.2pp | 78.8%-9.8pp | 68.7%+0.3pp |
| Annual return | 0.11% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,357 | $2,021-32.8% | $3,587-62.2% | $2,203-38.4% |
| Participant deferral / active EE | $2,042 | $3,143-35.0% | $4,320-52.7% | $3,192-36.0% |
| Admin fee / account holder | $4,990 | $4,265+17.0% | $6,269-20.4% | $4,297+16.1% |