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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 | $8,756 | $46,360-81.1% | $147,617-94.1% | $52,331-83.3% |
| Participation rate | 46.9% | 64.9%-18.0pp | 84.6%-37.7pp | 68.1%-21.2pp |
| Annual return | 1.06% | 1.62%-0.6pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $962 | $2,126-54.7% | $5,565-82.7% | $1,882-48.9% |
| Participant deferral / active EE | $1,657 | $2,258-26.6% | $4,895-66.2% | $3,022-45.2% |
| Admin fee / account holder | $424 | $766-44.6% | $11,611-96.3% | $592-28.3% |