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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 | $8,929 | $91,198-90.2% | $178,503-95.0% | $79,856-88.8% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 24.58% | 24.20%+0.4pp | 151.12%-126.5pp | 31.71%-7.1pp |
| Employer contribution / active EE | $773 | $3,257-76.3% | $5,011-84.6% | $2,471-68.7% |
| Participant deferral / active EE | $1,703 | $3,237-47.4% | $5,202-67.3% | $3,741-54.5% |
| Admin fee / account holder | $553 | $6,748-91.8% | $13,987-96.0% | $5,306-89.6% |