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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 | $7,833 | $91,198-91.4% | $178,503-95.6% | $79,856-90.2% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 26.00% | 24.20%+1.8pp | 151.12%-125.1pp | 31.71%-5.7pp |
| Employer contribution / active EE | $553 | $3,257-83.0% | $5,011-89.0% | $2,471-77.6% |
| Participant deferral / active EE | $1,136 | $3,237-64.9% | $5,202-78.2% | $3,741-69.6% |
| Admin fee / account holder | $656 | $6,748-90.3% | $13,987-95.3% | $5,306-87.6% |