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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 | $9,345 | $45,152-79.3% | $73,835-87.3% | $59,633-84.3% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | -0.57% | 27.40%-28.0pp | 2268.13%-2268.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $956 | $1,901-49.7% | $2,788-65.7% | $2,203-56.6% |
| Participant deferral / active EE | $4,946 | $2,573+92.2% | $3,583+38.0% | $3,192+55.0% |
| Admin fee / account holder | $7,473 | $3,515+112.6% | $4,880+53.1% | $4,297+73.9% |