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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 | $11,543 | $75,962-84.8% | $154,108-92.5% | $64,173-82.0% |
| Participation rate | 34.6% | 70.4%-35.8pp | 83.0%-48.5pp | 69.6%-35.0pp |
| Annual return | -2.42% | 30.32%-32.7pp | 735.21%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $483 | $3,350-85.6% | $5,298-90.9% | $2,381-79.7% |
| Participant deferral / active EE | $941 | $3,175-70.4% | $5,081-81.5% | $3,470-72.9% |
| Admin fee / account holder | $7,366 | $5,589+31.8% | $13,411-45.1% | $4,887+50.7% |