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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 | $8,246 | $63,861-87.1% | $104,614-92.1% | $79,858-89.7% |
| Participation rate | 51.6% | 64.9%-13.3pp | 74.1%-22.5pp | 69.6%-18.0pp |
| Annual return | 24.00% | 21.30%+2.7pp | 340.56%-316.6pp | 31.72%-7.7pp |
| Employer contribution / active EE | $404 | $1,588-74.6% | $2,681-84.9% | $2,471-83.6% |
| Participant deferral / active EE | $1,427 | $2,693-47.0% | $3,739-61.8% | $3,740-61.8% |
| Admin fee / account holder | $488 | $4,185-88.3% | $6,464-92.5% | $5,306-90.8% |