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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 | $13,001 | $48,050-72.9% | $85,969-84.9% | $59,633-78.2% |
| Participation rate | 60.7% | 64.5%-3.7pp | 76.5%-15.8pp | 68.7%-8.0pp |
| Annual return | -1.88% | 0.29%-2.2pp | 9.32%-11.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $729 | $1,640-55.5% | $3,474-79.0% | $2,203-66.9% |
| Participant deferral / active EE | $1,535 | $2,249-31.8% | $3,829-59.9% | $3,192-51.9% |
| Admin fee / account holder | $494 | $3,206-84.6% | $6,053-91.8% | $4,297-88.5% |