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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 | $9,735 | $75,832-87.2% | $147,617-93.4% | $59,633-83.7% |
| Participation rate | 38.2% | 71.6%-33.4pp | 84.6%-46.4pp | 68.7%-30.5pp |
| Annual return | -0.13% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $702 | $3,485-79.8% | $5,564-87.4% | $2,203-68.1% |
| Participant deferral / active EE | $1,042 | $3,131-66.7% | $4,895-78.7% | $3,192-67.4% |
| Admin fee / account holder | $3,774 | $5,986-36.9% | $11,612-67.5% | $4,297-12.2% |