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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 | $9,635 | $75,832-87.3% | $147,617-93.5% | $59,633-83.8% |
| Participation rate | 51.2% | 71.6%-20.3pp | 84.6%-33.4pp | 68.7%-17.5pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $875 | $3,485-74.9% | $5,564-84.3% | $2,203-60.3% |
| Participant deferral / active EE | $1,144 | $3,131-63.4% | $4,895-76.6% | $3,192-64.1% |
| Admin fee / account holder | $772 | $5,986-87.1% | $11,612-93.4% | $4,297-82.0% |