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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 | $7,995 | $95,406-91.6% | $185,849-95.7% | $85,847-90.7% |
| Participation rate | 36.1% | 68.8%-32.7pp | 81.7%-45.6pp | 69.3%-33.2pp |
| Annual return | 25.09% | 23.59%+1.5pp | 122.10%-97.0pp | 318.61%-293.5pp |
| Employer contribution / active EE | $731 | $3,314-77.9% | $5,169-85.9% | $2,565-71.5% |
| Participant deferral / active EE | $1,679 | $3,424-51.0% | $5,569-69.9% | $3,952-57.5% |
| Admin fee / account holder | $398 | $7,214-94.5% | $16,244-97.5% | $6,261-93.6% |