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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 | $12,187 | $39,162-68.9% | $100,671-87.9% | $59,633-79.6% |
| Participation rate | 57.8% | 55.9%+2.0pp | 70.7%-12.9pp | 68.7%-10.9pp |
| Annual return | -0.00% | 21.07%-21.1pp | 20.43%-20.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $630 | $1,151-45.2% | $4,012-84.3% | $2,203-71.4% |
| Participant deferral / active EE | $1,093 | $1,992-45.1% | $3,144-65.2% | $3,192-65.8% |
| Admin fee / account holder | $2,096 | $2,969-29.4% | $4,850-56.8% | $4,297-51.2% |