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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 | $9,530 | $77,901-87.8% | $149,717-93.6% | $75,181-87.3% |
| Participation rate | 26.7% | 65.6%-38.9pp | 78.8%-52.1pp | 67.2%-40.5pp |
| Annual return | 36.93% | 31.73%+5.2pp | 134.41%-97.5pp | 160.69%-123.8pp |
| Employer contribution / active EE | $441 | $3,137-85.9% | $4,820-90.8% | $2,671-83.5% |
| Participant deferral / active EE | $1,267 | $3,411-62.9% | $5,682-77.7% | $4,126-69.3% |
| Admin fee / account holder | $372 | $5,949-93.7% | $13,213-97.2% | $5,650-93.4% |