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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 | $10,439 | $47,977-78.2% | $154,111-93.2% | $56,287-81.5% |
| Participation rate | 44.7% | 66.2%-21.5pp | 83.0%-38.3pp | 69.9%-25.1pp |
| Annual return | 2.16% | 3.54%-1.4pp | 735.18%-733.0pp | -9.96%+12.1pp |
| Employer contribution / active EE | $540 | $2,169-75.1% | $5,298-89.8% | $2,111-74.4% |
| Participant deferral / active EE | $743 | $2,392-69.0% | $5,081-85.4% | $3,350-77.8% |
| Admin fee / account holder | $1,143 | $438+160.7% | $13,411-91.5% | $521+119.3% |