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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 | $12,916 | $75,832-83.0% | $147,617-91.3% | $59,633-78.3% |
| Participation rate | 40.3% | 71.6%-31.3pp | 84.6%-44.3pp | 68.7%-28.4pp |
| Annual return | 2.84% | 0.37%+2.5pp | 61.98%-59.1pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $980 | $3,485-71.9% | $5,564-82.4% | $2,203-55.5% |
| Participant deferral / active EE | $1,636 | $3,131-47.7% | $4,895-66.6% | $3,192-48.7% |
| Admin fee / account holder | $374 | $5,986-93.7% | $11,612-96.8% | $4,297-91.3% |