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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 | $8,766 | $77,920-88.7% | $149,723-94.1% | $75,177-88.3% |
| Participation rate | 54.7% | 65.6%-10.9pp | 78.8%-24.1pp | 67.2%-12.6pp |
| Annual return | 214.27% | 31.72%+182.6pp | 134.50%+79.8pp | 160.75%+53.5pp |
| Employer contribution / active EE | $1,224 | $3,138-61.0% | $4,821-74.6% | $2,671-54.2% |
| Participant deferral / active EE | $2,130 | $3,411-37.6% | $5,682-62.5% | $4,126-48.4% |
| Admin fee / account holder | $575 | $5,951-90.3% | $13,215-95.7% | $5,651-89.8% |