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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 | $13,995 | $45,566-69.3% | $64,105-78.2% | $59,633-76.5% |
| Participation rate | 59.3% | 60.2%-0.9pp | 68.2%-8.9pp | 68.7%-9.4pp |
| Annual return | -1.90% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $673 | $934-28.0% | $1,820-63.0% | $2,203-69.5% |
| Participant deferral / active EE | $1,226 | $2,057-40.4% | $2,822-56.5% | $3,192-61.6% |
| Admin fee / account holder | $367 | $3,268-88.8% | $4,499-91.8% | $4,297-91.5% |