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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 | $16,918 | $50,464-66.5% | $75,784-77.7% | $52,331-67.7% |
| Participation rate | 69.3% | 66.8%+2.5pp | 75.8%-6.5pp | 68.1%+1.2pp |
| Annual return | -1.48% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $733 | $1,988-63.1% | $3,323-77.9% | $1,882-61.0% |
| Participant deferral / active EE | $1,110 | $2,570-56.8% | $3,652-69.6% | $3,022-63.3% |
| Admin fee / account holder | $2,481 | $1,103+124.9% | $5,300-53.2% | $592+319.4% |