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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 | $8,235 | $101,063-91.9% | $81,473-89.9% | $147,586-94.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 16.35% | 32.41%-16.1pp | 38.78%-22.4pp | 578.59%-562.2pp |
| Employer contribution / active EE | $646 | $3,206-79.8% | $2,568-74.8% | $4,876-86.7% |
| Participant deferral / active EE | $827 | $4,242-80.5% | $3,537-76.6% | $5,439-84.8% |
| Admin fee / account holder | $384 | $5,812-93.4% | $4,561-91.6% | $10,886-96.5% |