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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 | $8,546 | $57,541-85.1% | $95,740-91.1% | $75,173-88.6% |
| Participation rate | 57.9% | 62.5%-4.6pp | 72.3%-14.4pp | 67.2%-9.3pp |
| Annual return | 15.92% | 34.93%-19.0pp | 28.41%-12.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $422 | $1,808-76.7% | $2,836-85.1% | $2,671-84.2% |
| Participant deferral / active EE | $1,111 | $3,074-63.8% | $4,244-73.8% | $4,126-73.1% |
| Admin fee / account holder | $2,708 | $4,099-33.9% | $5,676-52.3% | $5,651-52.1% |