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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 | $9,840 | $63,346-84.5% | $92,240-89.3% | $70,126-86.0% |
| Participation rate | 58.6% | 68.7%-10.1pp | 76.5%-17.9pp | 69.5%-10.9pp |
| Annual return | 22.30% | 530.19%-507.9pp | 176.29%-154.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $942 | $2,471-61.9% | $3,680-74.4% | $2,343-59.8% |
| Participant deferral / active EE | $1,745 | $2,854-38.8% | $3,897-55.2% | $3,332-47.6% |
| Admin fee / account holder | $676 | $3,841-82.4% | $5,194-87.0% | $4,645-85.4% |