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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 | $13,379 | $52,836-74.7% | $105,738-87.3% | $64,173-79.2% |
| Participation rate | 42.3% | 66.5%-24.2pp | 76.3%-34.0pp | 69.6%-27.3pp |
| Annual return | -2.50% | 14.30%-16.8pp | 6.27%-8.8pp | 7.63%-10.1pp |
| Employer contribution / active EE | $635 | $1,827-65.2% | $3,268-80.6% | $2,381-73.3% |
| Participant deferral / active EE | $1,069 | $2,545-58.0% | $4,080-73.8% | $3,470-69.2% |
| Admin fee / account holder | $2,045 | $3,959-48.3% | $6,913-70.4% | $4,887-58.2% |