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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 | $7,913 | $95,188-91.7% | $76,518-89.7% | $135,379-94.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | 16.54% | 4.85%+11.7pp | -0.27%+16.8pp | 519.79%-503.3pp |
| Employer contribution / active EE | $1,811 | $3,303-45.2% | $2,647-31.6% | $4,779-62.1% |
| Participant deferral / active EE | $2,912 | $4,640-37.2% | $3,836-24.1% | $5,609-48.1% |
| Admin fee / account holder | $925 | $6,249-85.2% | $4,849-80.9% | $10,828-91.5% |