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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 | $9,965 | $45,566-78.1% | $64,105-84.5% | $59,633-83.3% |
| Participation rate | 49.1% | 60.2%-11.0pp | 68.2%-19.0pp | 68.7%-19.5pp |
| Annual return | 0.64% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $414 | $934-55.7% | $1,820-77.3% | $2,203-81.2% |
| Participant deferral / active EE | $1,099 | $2,057-46.6% | $2,822-61.1% | $3,192-65.6% |
| Admin fee / account holder | $4,738 | $3,268+45.0% | $4,499+5.3% | $4,297+10.3% |