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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 | $16,405 | $52,678-68.9% | $75,784-78.4% | $59,633-72.5% |
| Participation rate | 63.6% | 67.2%-3.6pp | 75.8%-12.2pp | 68.7%-5.0pp |
| Annual return | -1.33% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $1,481 | $2,193-32.5% | $3,323-55.4% | $2,203-32.8% |
| Participant deferral / active EE | $2,366 | $2,591-8.7% | $3,652-35.2% | $3,192-25.9% |
| Admin fee / account holder | $1,981 | $3,610-45.1% | $5,300-62.6% | $4,297-53.9% |