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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 | $7,648 | $39,245-80.5% | $64,105-88.1% | $52,331-85.4% |
| Participation rate | 58.0% | 58.2%-0.2pp | 68.2%-10.1pp | 68.1%-10.1pp |
| Annual return | 1.35% | 14.79%-13.4pp | 791.24%-789.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $508 | $736-31.0% | $1,820-72.1% | $1,882-73.0% |
| Participant deferral / active EE | $1,336 | $1,992-32.9% | $2,822-52.7% | $3,022-55.8% |
| Admin fee / account holder | $2,238 | $592+277.7% | $4,499-50.3% | $592+278.3% |