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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 | $9,534 | $52,279-81.8% | $89,435-89.3% | $79,856-88.1% |
| Participation rate | 64.1% | 57.5%+6.5pp | 68.0%-3.9pp | 69.6%-5.6pp |
| Annual return | 20.89% | 22.16%-1.3pp | 245.55%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $782 | $1,572-50.2% | $2,587-69.8% | $2,471-68.4% |
| Participant deferral / active EE | $1,449 | $2,740-47.1% | $3,890-62.8% | $3,741-61.3% |
| Admin fee / account holder | $842 | $3,356-74.9% | $4,884-82.8% | $5,306-84.1% |