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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 | $7,985 | $52,678-84.8% | $75,784-89.5% | $59,633-86.6% |
| Participation rate | 64.7% | 67.2%-2.5pp | 75.8%-11.1pp | 68.7%-4.0pp |
| Annual return | 0.32% | 2.95%-2.6pp | 9.68%-9.4pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $406 | $2,193-81.5% | $3,323-87.8% | $2,203-81.6% |
| Participant deferral / active EE | $975 | $2,591-62.4% | $3,652-73.3% | $3,192-69.4% |
| Admin fee / account holder | $1,748 | $3,610-51.6% | $5,300-67.0% | $4,297-59.3% |