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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 | $11,873 | $52,678-77.5% | $75,784-84.3% | $59,633-80.1% |
| Participation rate | 29.7% | 67.2%-37.5pp | 75.8%-46.1pp | 68.7%-38.9pp |
| Annual return | -2.73% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $437 | $2,193-80.1% | $3,323-86.9% | $2,203-80.2% |
| Participant deferral / active EE | $1,110 | $2,591-57.1% | $3,652-69.6% | $3,192-65.2% |
| Admin fee / account holder | $455 | $3,610-87.4% | $5,300-91.4% | $4,297-89.4% |