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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 | $8,757 | $84,236-89.6% | $170,435-94.9% | $70,126-87.5% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 17.22% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $385 | $3,387-88.6% | $5,432-92.9% | $2,343-83.6% |
| Participant deferral / active EE | $1,162 | $3,086-62.4% | $4,939-76.5% | $3,332-65.1% |
| Admin fee / account holder | $547 | $5,698-90.4% | $13,881-96.1% | $4,645-88.2% |