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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 | $15,038 | $63,861-76.5% | $104,625-85.6% | $79,852-81.2% |
| Participation rate | 60.7% | 64.9%-4.2pp | 74.1%-13.4pp | 69.6%-8.9pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.60%-340.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $827 | $1,588-47.9% | $2,681-69.2% | $2,471-66.5% |
| Participant deferral / active EE | $1,024 | $2,693-62.0% | $3,738-72.6% | $3,740-72.6% |
| Admin fee / account holder | $411 | $4,185-90.2% | $6,465-93.6% | $5,306-92.3% |