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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 | $8,845 | $37,440-76.4% | $77,081-88.5% | $66,930-86.8% |
| Participation rate | 25.9% | 52.9%-27.1pp | 67.9%-42.1pp | 69.8%-44.0pp |
| Annual return | 7.92% | -3.26%+11.2pp | 42.33%-34.4pp | 1.57%+6.3pp |
| Employer contribution / active EE | $648 | $1,534-57.7% | $2,813-77.0% | $2,545-74.5% |
| Participant deferral / active EE | $1,768 | $2,620-32.5% | $4,428-60.1% | $4,238-58.3% |
| Admin fee / account holder | $721 | $568+27.0% | $5,427-86.7% | $593+21.4% |