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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 | $8,301 | $85,171-90.3% | $172,752-95.2% | $72,975-88.6% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 41.88% | 27.32%+14.6pp | 802.97%-761.1pp | 81.01%-39.1pp |
| Employer contribution / active EE | $1,442 | $3,324-56.6% | $5,144-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,617 | $3,260-19.7% | $5,198-49.7% | $3,608-27.5% |
| Admin fee / account holder | $614 | $5,880-89.6% | $13,955-95.6% | $5,124-88.0% |