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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 | $8,367 | $232,540-96.4% | $185,117-95.5% | $147,585-94.3% |
| Participation rate | 65.0% | 82.4%-17.4pp | 77.3%-12.3pp | 82.8%-17.8pp |
| Annual return | 20.43% | 43.03%-22.6pp | 40.50%-20.1pp | 578.58%-558.2pp |
| Employer contribution / active EE | $708 | $5,195-86.4% | $4,182-83.1% | $4,876-85.5% |
| Participant deferral / active EE | $2,533 | $5,834-56.6% | $5,045-49.8% | $5,439-53.4% |
| Admin fee / account holder | $489 | $10,275-95.2% | $8,159-94.0% | $10,886-95.5% |