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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 | $7,933 | $65,367-87.9% | $92,915-91.5% | $72,976-89.1% |
| Participation rate | 26.5% | 68.3%-41.8pp | 76.0%-49.5pp | 69.5%-43.0pp |
| Annual return | 64.43% | 42.11%+22.3pp | 109.45%-45.0pp | 81.02%-16.6pp |
| Employer contribution / active EE | $789 | $2,594-69.6% | $3,653-78.4% | $2,440-67.7% |
| Participant deferral / active EE | $1,763 | $3,128-43.7% | $4,238-58.4% | $3,608-51.1% |
| Admin fee / account holder | $729 | $4,251-82.9% | $5,796-87.4% | $5,124-85.8% |