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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 | $11,827 | $75,832-84.4% | $147,618-92.0% | $59,633-80.2% |
| Participation rate | 59.4% | 71.6%-12.2pp | 84.6%-25.2pp | 68.7%-9.3pp |
| Annual return | 3.97% | 0.37%+3.6pp | 61.98%-58.0pp | 2041.40%-2037.4pp |
| Employer contribution / active EE | $642 | $3,485-81.6% | $5,565-88.5% | $2,203-70.9% |
| Participant deferral / active EE | $980 | $3,131-68.7% | $4,895-80.0% | $3,192-69.3% |
| Admin fee / account holder | $899 | $5,986-85.0% | $11,612-92.3% | $4,297-79.1% |