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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 | $7,749 | $51,736-85.0% | $120,225-93.6% | $67,986-88.6% |
| Participation rate | 63.0% | 46.1%+16.9pp | 69.6%-6.6pp | 57.2%+5.8pp |
| Annual return | 21.80% | 31.98%-10.2pp | 439.23%-417.4pp | 31.67%-9.9pp |
| Employer contribution / active EE | $812 | $1,071-24.2% | $3,475-76.6% | $2,019-59.8% |
| Participant deferral / active EE | $1,407 | $2,206-36.2% | $3,999-64.8% | $3,358-58.1% |
| Admin fee / account holder | $727 | $4,159-82.5% | $5,696-87.2% | $3,203-77.3% |