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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 | $7,544 | $48,314-84.4% | $67,561-88.8% | $80,925-90.7% |
| Participation rate | 59.3% | 66.4%-7.1pp | 72.9%-13.6pp | 67.7%-8.4pp |
| Annual return | 22.05% | 18.28%+3.8pp | 3525.44%-3503.4pp | 35.65%-13.6pp |
| Employer contribution / active EE | $729 | $2,022-64.0% | $2,735-73.4% | $2,756-73.6% |
| Participant deferral / active EE | $957 | $2,927-67.3% | $4,003-76.1% | $4,299-77.7% |
| Admin fee / account holder | $757 | $3,690-79.5% | $4,006-81.1% | $6,940-89.1% |