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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 | $8,625 | $99,652-91.3% | $78,778-89.1% | $147,586-94.2% |
| Participation rate | 38.5% | 76.2%-37.8pp | 69.2%-30.7pp | 82.8%-44.4pp |
| Annual return | 24.12% | 47.28%-23.2pp | 35.62%-11.5pp | 578.59%-554.5pp |
| Employer contribution / active EE | $433 | $2,796-84.5% | $1,986-78.2% | $4,876-91.1% |
| Participant deferral / active EE | $1,327 | $3,664-63.8% | $2,958-55.1% | $5,439-75.6% |
| Admin fee / account holder | $421 | $7,155-94.1% | $5,134-91.8% | $10,886-96.1% |