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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 | $13,570 | $55,449-75.5% | $83,831-83.8% | $56,289-75.9% |
| Participation rate | 63.6% | 68.0%-4.4pp | 76.1%-12.5pp | 69.9%-6.2pp |
| Annual return | 3.62% | -1.38%+5.0pp | 850.99%-847.4pp | -9.96%+13.6pp |
| Employer contribution / active EE | $629 | $2,430-74.1% | $3,631-82.7% | $2,111-70.2% |
| Participant deferral / active EE | $3,667 | $2,935+24.9% | $4,082-10.2% | $3,350+9.5% |
| Admin fee / account holder | $433 | $656-33.9% | $5,479-92.1% | $521-16.8% |