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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 | $7,205 | $47,479-84.8% | $62,929-88.6% | $82,448-91.3% |
| Participation rate | 54.5% | 66.9%-12.3pp | 73.1%-18.6pp | 68.1%-13.5pp |
| Annual return | 20.86% | 20.34%+0.5pp | 1063.93%-1043.1pp | 41.64%-20.8pp |
| Employer contribution / active EE | $633 | $1,885-66.4% | $2,505-74.7% | $2,551-75.2% |
| Participant deferral / active EE | $1,023 | $2,870-64.4% | $3,888-73.7% | $4,139-75.3% |
| Admin fee / account holder | $790 | $3,804-79.2% | $5,065-84.4% | $7,234-89.1% |