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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 | $10,880 | $85,171-87.2% | $172,752-93.7% | $72,975-85.1% |
| Participation rate | 68.9% | 70.1%-1.2pp | 82.6%-13.8pp | 69.5%-0.6pp |
| Annual return | 31.60% | 27.32%+4.3pp | 802.97%-771.4pp | 81.01%-49.4pp |
| Employer contribution / active EE | $751 | $3,324-77.4% | $5,144-85.4% | $2,440-69.2% |
| Participant deferral / active EE | $1,841 | $3,260-43.5% | $5,198-64.6% | $3,608-49.0% |
| Admin fee / account holder | $543 | $5,880-90.8% | $13,955-96.1% | $5,124-89.4% |