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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 | $9,421 | $54,380-82.7% | $68,509-86.2% | $59,633-84.2% |
| Participation rate | 46.0% | 70.2%-24.2pp | 74.7%-28.7pp | 68.7%-22.7pp |
| Annual return | -1.51% | 2.83%-4.3pp | 8.27%-9.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $679 | $1,539-55.9% | $2,278-70.2% | $2,203-69.2% |
| Participant deferral / active EE | $1,385 | $2,643-47.6% | $3,382-59.1% | $3,192-56.6% |
| Admin fee / account holder | $733 | $3,885-81.1% | $5,275-86.1% | $4,297-82.9% |