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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 | $8,150 | $116,190-93.0% | $93,614-91.3% | $152,885-94.7% |
| Participation rate | 58.8% | 78.0%-19.2pp | 75.8%-17.0pp | 82.5%-23.6pp |
| Annual return | 25.69% | 35.96%-10.3pp | 32.76%-7.1pp | 345.39%-319.7pp |
| Employer contribution / active EE | $804 | $3,219-75.0% | $2,718-70.4% | $4,763-83.1% |
| Participant deferral / active EE | $1,508 | $4,604-67.3% | $4,069-63.0% | $5,851-74.2% |
| Admin fee / account holder | $516 | $10,749-95.2% | $7,889-93.5% | $11,598-95.6% |