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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 | $9,234 | $78,690-88.3% | $161,489-94.3% | $87,485-89.4% |
| Participation rate | 58.3% | 67.5%-9.1pp | 78.7%-20.4pp | 68.9%-10.6pp |
| Annual return | 108.58% | 32.74%+75.8pp | 89.72%+18.9pp | 26.06%+82.5pp |
| Employer contribution / active EE | $593 | $2,588-77.1% | $4,268-86.1% | $2,596-77.2% |
| Participant deferral / active EE | $2,682 | $3,311-19.0% | $5,630-52.4% | $4,274-37.2% |
| Admin fee / account holder | $3,437 | $6,724-48.9% | $16,006-78.5% | $7,775-55.8% |