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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 | $11,745 | $75,962-84.5% | $154,108-92.4% | $64,173-81.7% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | 14.78% | 30.32%-15.5pp | 735.21%-720.4pp | 7.63%+7.1pp |
| Employer contribution / active EE | $525 | $3,350-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $1,070 | $3,175-66.3% | $5,081-78.9% | $3,470-69.2% |
| Admin fee / account holder | $934 | $5,589-83.3% | $13,411-93.0% | $4,887-80.9% |