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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 | $8,679 | $43,496-80.0% | $161,489-94.6% | $64,340-86.5% |
| Participation rate | 26.3% | 53.5%-27.2pp | 78.7%-52.4pp | 55.2%-28.9pp |
| Annual return | 14.36% | 20.76%-6.4pp | 89.72%-75.4pp | 24.14%-9.8pp |
| Employer contribution / active EE | $376 | $1,431-73.7% | $4,268-91.2% | $1,862-79.8% |
| Participant deferral / active EE | $844 | $1,996-57.7% | $5,630-85.0% | $2,980-71.7% |
| Admin fee / account holder | $750 | $2,330-67.8% | $16,006-95.3% | $3,703-79.7% |