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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 | $8,373 | $85,171-90.2% | $172,753-95.2% | $72,976-88.5% |
| Participation rate | 14.0% | 70.1%-56.1pp | 82.6%-68.7pp | 69.5%-55.5pp |
| Annual return | 29.76% | 27.32%+2.4pp | 803.00%-773.2pp | 81.02%-51.3pp |
| Employer contribution / active EE | $437 | $3,324-86.8% | $5,144-91.5% | $2,440-82.1% |
| Participant deferral / active EE | $930 | $3,260-71.5% | $5,198-82.1% | $3,608-74.2% |
| Admin fee / account holder | $2,278 | $5,880-61.3% | $13,956-83.7% | $5,124-55.5% |