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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 | $9,007 | $84,236-89.3% | $170,435-94.7% | $70,126-87.2% |
| Participation rate | 57.7% | 70.8%-13.1pp | 83.6%-25.9pp | 69.5%-11.8pp |
| Annual return | 39.67% | 23.06%+16.6pp | 205.94%-166.3pp | 73.15%-33.5pp |
| Employer contribution / active EE | $553 | $3,387-83.7% | $5,432-89.8% | $2,343-76.4% |
| Participant deferral / active EE | $1,448 | $3,086-53.1% | $4,939-70.7% | $3,332-56.5% |
| Admin fee / account holder | $923 | $5,698-83.8% | $13,881-93.3% | $4,645-80.1% |