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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 | $8,945 | $69,977-87.2% | $108,582-91.8% | $62,881-85.8% |
| Participation rate | 41.2% | 72.9%-31.7pp | 79.6%-38.4pp | 69.3%-28.1pp |
| Annual return | 136.78% | 10.73%+126.0pp | -51.70%+188.5pp | 20.14%+116.6pp |
| Employer contribution / active EE | $789 | $2,135-63.0% | $3,758-79.0% | $2,281-65.4% |
| Participant deferral / active EE | $1,613 | $3,165-49.0% | $4,311-62.6% | $3,203-49.7% |
| Admin fee / account holder | $554 | $5,076-89.1% | $7,645-92.8% | $4,296-87.1% |