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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 | $8,104 | $48,327-83.2% | $67,575-88.0% | $80,935-90.0% |
| Participation rate | 63.8% | 66.4%-2.6pp | 72.9%-9.1pp | 67.7%-3.9pp |
| Annual return | 18.57% | 18.31%+0.3pp | 3528.98%-3510.4pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,138 | $2,022-43.7% | $2,736-58.4% | $2,757-58.7% |
| Participant deferral / active EE | $1,691 | $2,927-42.2% | $4,003-57.8% | $4,299-60.7% |
| Admin fee / account holder | $340 | $3,692-90.8% | $3,993-91.5% | $6,924-95.1% |