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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 | $9,049 | $91,179-90.1% | $178,499-94.9% | $79,852-88.7% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 25.04% | 24.19%+0.8pp | 151.10%-126.1pp | 31.72%-6.7pp |
| Employer contribution / active EE | $982 | $3,256-69.8% | $5,011-80.4% | $2,471-60.2% |
| Participant deferral / active EE | $1,521 | $3,236-53.0% | $5,202-70.8% | $3,740-59.3% |
| Admin fee / account holder | $389 | $6,749-94.2% | $13,986-97.2% | $5,306-92.7% |