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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 | $14,995 | $45,566-67.1% | $64,105-76.6% | $59,633-74.9% |
| Participation rate | 68.4% | 60.2%+8.3pp | 68.2%+0.3pp | 68.7%-0.2pp |
| Annual return | 1.65% | 4.95%-3.3pp | 791.24%-789.6pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $789 | $934-15.5% | $1,820-56.6% | $2,203-64.2% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $561 | $3,268-82.8% | $4,499-87.5% | $4,297-86.9% |