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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 | $8,878 | $77,908-88.6% | $149,696-94.1% | $75,173-88.2% |
| Participation rate | 31.9% | 65.6%-33.7pp | 78.8%-46.9pp | 67.2%-35.3pp |
| Annual return | 35.47% | 31.73%+3.7pp | 134.46%-99.0pp | 160.72%-125.2pp |
| Employer contribution / active EE | $911 | $3,138-71.0% | $4,821-81.1% | $2,671-65.9% |
| Participant deferral / active EE | $1,156 | $3,411-66.1% | $5,682-79.7% | $4,126-72.0% |
| Admin fee / account holder | $347 | $5,950-94.2% | $13,212-97.4% | $5,651-93.9% |