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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 | $14,812 | $45,566-67.5% | $64,105-76.9% | $59,633-75.2% |
| Participation rate | 48.4% | 60.2%-11.8pp | 68.2%-19.8pp | 68.7%-20.3pp |
| Annual return | -0.10% | 4.95%-5.1pp | 791.24%-791.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,031 | $934+10.4% | $1,820-43.3% | $2,203-53.2% |
| Participant deferral / active EE | $2,517 | $2,057+22.4% | $2,822-10.8% | $3,192-21.1% |
| Admin fee / account holder | $579 | $3,268-82.3% | $4,499-87.1% | $4,297-86.5% |