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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 | $8,872 | $118,877-92.5% | $96,570-90.8% | $167,536-94.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 16.33% | 50.50%-34.2pp | 37.79%-21.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,349 | $3,121-56.8% | $2,357-42.8% | $4,839-72.1% |
| Participant deferral / active EE | $1,732 | $4,617-62.5% | $3,849-55.0% | $6,342-72.7% |
| Admin fee / account holder | $539 | $8,069-93.3% | $6,182-91.3% | $12,315-95.6% |