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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 | $12,793 | $43,423-70.5% | $78,676-83.7% | $55,167-76.8% |
| Participation rate | 44.6% | 68.0%-23.4pp | 73.6%-29.0pp | 69.0%-24.4pp |
| Annual return | 6.62% | 11.53%-4.9pp | 62.19%-55.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $653 | $1,997-67.3% | $2,850-77.1% | $1,963-66.7% |
| Participant deferral / active EE | $1,168 | $2,509-53.4% | $3,517-66.8% | $3,054-61.8% |
| Admin fee / account holder | $5,292 | $416+1171.7% | $4,510+17.3% | $504+950.2% |