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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 | $13,066 | $54,380-76.0% | $68,509-80.9% | $59,633-78.1% |
| Participation rate | 64.5% | 70.2%-5.7pp | 74.7%-10.2pp | 68.7%-4.2pp |
| Annual return | -1.05% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $512 | $1,539-66.7% | $2,278-77.5% | $2,203-76.8% |
| Participant deferral / active EE | $1,450 | $2,643-45.1% | $3,382-57.1% | $3,192-54.6% |
| Admin fee / account holder | $394 | $3,885-89.8% | $5,275-92.5% | $4,297-90.8% |