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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 | $96,731-91.6% | $123,973-93.4% | $86,983-90.7% |
| Participation rate | 40.6% | 70.0%-29.4pp | 76.7%-36.0pp | 69.5%-28.9pp |
| Annual return | 23.90% | 17.33%+6.6pp | 388.13%-364.2pp | 25.83%-1.9pp |
| Employer contribution / active EE | $890 | $3,297-73.0% | $4,126-78.4% | $2,584-65.6% |
| Participant deferral / active EE | $2,256 | $4,152-45.7% | $5,247-57.0% | $4,194-46.2% |
| Admin fee / account holder | $318 | $8,722-96.4% | $11,799-97.3% | $7,856-95.9% |