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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 | $8,899 | $63,342-86.0% | $92,236-90.4% | $70,131-87.3% |
| Participation rate | 57.0% | 68.7%-11.7pp | 76.5%-19.5pp | 69.5%-12.6pp |
| Annual return | 22.48% | 530.15%-507.7pp | 176.29%-153.8pp | 73.14%-50.7pp |
| Employer contribution / active EE | $793 | $2,471-67.9% | $3,679-78.4% | $2,342-66.1% |
| Participant deferral / active EE | $1,144 | $2,854-59.9% | $3,897-70.6% | $3,332-65.7% |
| Admin fee / account holder | $366 | $3,840-90.5% | $5,194-93.0% | $4,645-92.1% |