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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 | $8,583 | $85,171-89.9% | $172,753-95.0% | $72,976-88.2% |
| Participation rate | 59.4% | 70.1%-10.7pp | 82.6%-23.3pp | 69.5%-10.1pp |
| Annual return | 27.39% | 27.32%+0.1pp | 803.00%-775.6pp | 81.02%-53.6pp |
| Employer contribution / active EE | $412 | $3,324-87.6% | $5,144-92.0% | $2,440-83.1% |
| Participant deferral / active EE | $1,001 | $3,260-69.3% | $5,198-80.7% | $3,608-72.2% |
| Admin fee / account holder | $1,927 | $5,880-67.2% | $13,956-86.2% | $5,124-62.4% |