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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 | $9,700 | $77,638-87.5% | $156,551-93.8% | $62,881-84.6% |
| Participation rate | 60.7% | 71.2%-10.5pp | 84.0%-23.4pp | 69.3%-8.6pp |
| Annual return | 7.86% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $667 | $3,444-80.6% | $5,501-87.9% | $2,281-70.8% |
| Participant deferral / active EE | $2,578 | $3,046-15.3% | $4,871-47.1% | $3,203-19.5% |
| Admin fee / account holder | $1,129 | $5,561-79.7% | $13,028-91.3% | $4,296-73.7% |