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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 | $17,758 | $45,566-61.0% | $64,105-72.3% | $59,633-70.2% |
| Participation rate | 57.7% | 60.2%-2.5pp | 68.2%-10.5pp | 68.7%-11.0pp |
| Annual return | -2.30% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $666 | $934-28.7% | $1,820-63.4% | $2,203-69.8% |
| Participant deferral / active EE | $2,257 | $2,057+9.7% | $2,822-20.0% | $3,192-29.3% |
| Admin fee / account holder | $414 | $3,268-87.3% | $4,499-90.8% | $4,297-90.4% |