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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 | $13,061 | $75,832-82.8% | $147,617-91.2% | $59,633-78.1% |
| Participation rate | 41.4% | 71.6%-30.2pp | 84.6%-43.2pp | 68.7%-27.3pp |
| Annual return | 6.09% | 0.37%+5.7pp | 61.98%-55.9pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $891 | $3,485-74.4% | $5,564-84.0% | $2,203-59.6% |
| Participant deferral / active EE | $1,204 | $3,131-61.5% | $4,895-75.4% | $3,192-62.3% |
| Admin fee / account holder | $1,396 | $5,986-76.7% | $11,612-88.0% | $4,297-67.5% |