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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 | $8,892 | $65,092-86.3% | $143,799-93.8% | $66,938-86.7% |
| Participation rate | 43.8% | 65.2%-21.4pp | 80.3%-36.5pp | 69.8%-26.0pp |
| Annual return | -0.78% | -11.14%+10.4pp | -0.04%-0.7pp | 1.58%-2.4pp |
| Employer contribution / active EE | $998 | $2,362-57.7% | $4,952-79.8% | $2,545-60.8% |
| Participant deferral / active EE | $1,002 | $2,920-65.7% | $5,638-82.2% | $4,238-76.4% |
| Admin fee / account holder | $627 | $502+24.8% | $14,677-95.7% | $594+5.6% |