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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 | $12,314 | $75,832-83.8% | $147,617-91.7% | $59,633-79.4% |
| Participation rate | 63.0% | 71.6%-8.5pp | 84.6%-21.6pp | 68.7%-5.6pp |
| Annual return | -1.99% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $611 | $3,485-82.5% | $5,564-89.0% | $2,203-72.3% |
| Participant deferral / active EE | $1,557 | $3,131-50.2% | $4,895-68.2% | $3,192-51.2% |
| Admin fee / account holder | $1,114 | $5,986-81.4% | $11,612-90.4% | $4,297-74.1% |