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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 | $9,517 | $47,977-80.2% | $154,108-93.8% | $56,289-83.1% |
| Participation rate | 55.3% | 66.2%-10.8pp | 83.0%-27.7pp | 69.9%-14.5pp |
| Annual return | -4.05% | 3.54%-7.6pp | 735.21%-739.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $602 | $2,169-72.2% | $5,298-88.6% | $2,111-71.5% |
| Participant deferral / active EE | $1,318 | $2,392-44.9% | $5,081-74.1% | $3,350-60.7% |
| Admin fee / account holder | $496 | $438+13.2% | $13,411-96.3% | $521-4.8% |