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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 | $9,616 | $75,962-87.3% | $154,108-93.8% | $64,173-85.0% |
| Participation rate | 68.2% | 70.4%-2.2pp | 83.0%-14.9pp | 69.6%-1.4pp |
| Annual return | 6.95% | 30.32%-23.4pp | 735.21%-728.3pp | 7.63%-0.7pp |
| Employer contribution / active EE | $406 | $3,350-87.9% | $5,298-92.3% | $2,381-83.0% |
| Participant deferral / active EE | $1,709 | $3,175-46.2% | $5,081-66.4% | $3,470-50.7% |
| Admin fee / account holder | $1,241 | $5,589-77.8% | $13,411-90.7% | $4,887-74.6% |