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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 | $11,220 | $75,832-85.2% | $147,617-92.4% | $59,633-81.2% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | 1.58% | 0.37%+1.2pp | 61.98%-60.4pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $372 | $3,485-89.3% | $5,564-93.3% | $2,203-83.1% |
| Participant deferral / active EE | $1,525 | $3,131-51.3% | $4,895-68.9% | $3,192-52.2% |
| Admin fee / account holder | $1,556 | $5,986-74.0% | $11,612-86.6% | $4,297-63.8% |