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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 | $7,670 | $42,546-82.0% | $71,796-89.3% | $55,167-86.1% |
| Participation rate | 31.0% | 59.1%-28.1pp | 69.1%-38.1pp | 69.0%-38.0pp |
| Annual return | 14.24% | 12.36%+1.9pp | 78.04%-63.8pp | 169.23%-155.0pp |
| Employer contribution / active EE | $537 | $803-33.1% | $1,924-72.1% | $1,963-72.6% |
| Participant deferral / active EE | $1,231 | $2,064-40.3% | $2,794-55.9% | $3,054-59.7% |
| Admin fee / account holder | $700 | $650+7.8% | $4,815-85.5% | $504+38.9% |