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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 | $9,713 | $82,630-88.2% | $64,105-84.8% | $125,389-92.3% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | 0.25% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,056 | $2,671-60.5% | $1,820-42.0% | $4,866-78.3% |
| Participant deferral / active EE | $2,903 | $3,608-19.6% | $2,822+2.9% | $5,352-45.8% |
| Admin fee / account holder | $889 | $6,382-86.1% | $4,499-80.2% | $9,541-90.7% |