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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 | $12,574 | $51,226-75.5% | $82,706-84.8% | $66,930-81.2% |
| Participation rate | 31.3% | 67.9%-36.6pp | 72.6%-41.3pp | 69.8%-38.6pp |
| Annual return | 6.27% | -9.61%+15.9pp | 701.76%-695.5pp | 1.57%+4.7pp |
| Employer contribution / active EE | $735 | $2,612-71.9% | $3,007-75.6% | $2,545-71.1% |
| Participant deferral / active EE | $1,571 | $3,460-54.6% | $4,394-64.2% | $4,238-62.9% |
| Admin fee / account holder | $676 | $416+62.8% | $5,329-87.3% | $593+14.0% |