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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 | $8,603 | $91,037-90.5% | $71,671-88.0% | $147,586-94.2% |
| Participation rate | 57.9% | 76.1%-18.2pp | 68.7%-10.9pp | 82.8%-24.9pp |
| Annual return | 33.23% | 20.48%+12.8pp | 20.65%+12.6pp | 578.59%-545.4pp |
| Employer contribution / active EE | $604 | $3,327-81.9% | $2,460-75.5% | $4,876-87.6% |
| Participant deferral / active EE | $1,135 | $4,498-74.8% | $3,438-67.0% | $5,439-79.1% |
| Admin fee / account holder | $753 | $8,613-91.3% | $5,558-86.5% | $10,886-93.1% |