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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 | $14,839 | $72,177-79.4% | $115,038-87.1% | $59,633-75.1% |
| Participation rate | 68.8% | 72.6%-3.8pp | 81.4%-12.6pp | 68.7%+0.1pp |
| Annual return | -0.53% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,302 | $2,841-54.2% | $4,608-71.8% | $2,203-40.9% |
| Participant deferral / active EE | $3,577 | $4,783-25.2% | $6,026-40.6% | $3,192+12.1% |
| Admin fee / account holder | $658 | $4,927-86.7% | $8,175-92.0% | $4,297-84.7% |