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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 | $24,944 | $82,028-69.6% | $123,105-79.7% | $59,633-58.2% |
| Participation rate | 69.2% | 83.2%-14.0pp | 86.8%-17.5pp | 68.7%+0.6pp |
| Annual return | -1.34% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,042 | $3,297-68.4% | $5,151-79.8% | $2,203-52.7% |
| Participant deferral / active EE | $2,835 | $4,667-39.2% | $6,229-54.5% | $3,192-11.2% |
| Admin fee / account holder | $9,290 | $5,879+58.0% | $9,014+3.1% | $4,297+116.2% |