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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 | $8,387 | $85,171-90.2% | $172,752-95.1% | $72,975-88.5% |
| Participation rate | 31.3% | 70.1%-38.8pp | 82.6%-51.4pp | 69.5%-38.2pp |
| Annual return | 23.06% | 27.32%-4.3pp | 802.97%-779.9pp | 81.01%-58.0pp |
| Employer contribution / active EE | $472 | $3,324-85.8% | $5,144-90.8% | $2,440-80.6% |
| Participant deferral / active EE | $1,494 | $3,260-54.2% | $5,198-71.3% | $3,608-58.6% |
| Admin fee / account holder | $1,246 | $5,880-78.8% | $13,955-91.1% | $5,124-75.7% |