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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 | $8,055 | $85,171-90.5% | $172,752-95.3% | $72,975-89.0% |
| Participation rate | 66.3% | 70.1%-3.8pp | 82.6%-16.4pp | 69.5%-3.2pp |
| Annual return | 17.70% | 27.32%-9.6pp | 802.97%-785.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $399 | $3,324-88.0% | $5,144-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $1,168 | $3,260-64.2% | $5,198-77.5% | $3,608-67.6% |
| Admin fee / account holder | $444 | $5,880-92.5% | $13,955-96.8% | $5,124-91.3% |