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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 | $8,729 | $84,236-89.6% | $170,435-94.9% | $70,126-87.6% |
| Participation rate | 63.8% | 70.8%-7.1pp | 83.6%-19.8pp | 69.5%-5.8pp |
| Annual return | 23.78% | 23.06%+0.7pp | 205.94%-182.2pp | 73.15%-49.4pp |
| Employer contribution / active EE | $776 | $3,387-77.1% | $5,432-85.7% | $2,343-66.9% |
| Participant deferral / active EE | $1,156 | $3,086-62.5% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $1,143 | $5,698-79.9% | $13,881-91.8% | $4,645-75.4% |