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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 | $8,130 | $88,672-90.8% | $105,223-92.3% | $82,448-90.1% |
| Participation rate | 40.6% | 67.9%-27.3pp | 75.0%-34.4pp | 68.1%-27.4pp |
| Annual return | 23.90% | 30.86%-7.0pp | 180.65%-156.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $890 | $3,048-70.8% | $3,689-75.9% | $2,551-65.1% |
| Participant deferral / active EE | $2,256 | $4,036-44.1% | $5,072-55.5% | $4,139-45.5% |
| Admin fee / account holder | $318 | $7,146-95.5% | $8,859-96.4% | $7,234-95.6% |