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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 | $9,402 | $42,546-77.9% | $71,796-86.9% | $55,167-83.0% |
| Participation rate | 55.2% | 59.1%-3.9pp | 69.1%-13.9pp | 69.0%-13.8pp |
| Annual return | 6.22% | 12.36%-6.1pp | 78.04%-71.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $428 | $803-46.7% | $1,924-77.8% | $1,963-78.2% |
| Participant deferral / active EE | $1,063 | $2,064-48.5% | $2,794-62.0% | $3,054-65.2% |
| Admin fee / account holder | $1,152 | $650+77.3% | $4,815-76.1% | $504+128.6% |