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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 | $8,629 | $84,236-89.8% | $170,439-94.9% | $70,124-87.7% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 45.35% | 23.06%+22.3pp | 205.94%-160.6pp | 73.14%-27.8pp |
| Employer contribution / active EE | $712 | $3,387-79.0% | $5,433-86.9% | $2,342-69.6% |
| Participant deferral / active EE | $2,273 | $3,086-26.4% | $4,939-54.0% | $3,332-31.8% |
| Admin fee / account holder | $1,025 | $5,698-82.0% | $13,881-92.6% | $4,645-77.9% |