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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 | $12,214 | $75,959-83.9% | $154,114-92.1% | $64,181-81.0% |
| Participation rate | 40.7% | 70.4%-29.7pp | 83.0%-42.3pp | 69.6%-28.8pp |
| Annual return | 8.76% | 30.32%-21.6pp | 735.16%-726.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $477 | $3,350-85.8% | $5,298-91.0% | $2,381-80.0% |
| Participant deferral / active EE | $941 | $3,175-70.3% | $5,081-81.5% | $3,470-72.9% |
| Admin fee / account holder | $1,195 | $5,589-78.6% | $13,411-91.1% | $4,887-75.5% |