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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 | $9,084 | $57,352-84.2% | $83,830-89.2% | $64,173-85.8% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | 19.93% | 11.38%+8.6pp | 850.97%-831.0pp | 7.63%+12.3pp |
| Employer contribution / active EE | $1,109 | $2,546-56.4% | $3,631-69.5% | $2,381-53.4% |
| Participant deferral / active EE | $1,640 | $2,993-45.2% | $4,082-59.8% | $3,470-52.7% |
| Admin fee / account holder | $852 | $4,046-79.0% | $5,479-84.5% | $4,887-82.6% |