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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 | $12,350 | $52,678-76.6% | $75,784-83.7% | $59,633-79.3% |
| Participation rate | 27.8% | 67.2%-39.4pp | 75.8%-48.0pp | 68.7%-40.9pp |
| Annual return | -0.90% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $707 | $2,193-67.8% | $3,323-78.7% | $2,203-67.9% |
| Participant deferral / active EE | $1,993 | $2,591-23.1% | $3,652-45.4% | $3,192-37.5% |
| Admin fee / account holder | $694 | $3,610-80.8% | $5,300-86.9% | $4,297-83.8% |