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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 | $7,953 | $85,171-90.7% | $172,752-95.4% | $72,975-89.1% |
| Participation rate | 52.4% | 70.1%-17.7pp | 82.6%-30.3pp | 69.5%-17.1pp |
| Annual return | 22.76% | 27.32%-4.6pp | 802.97%-780.2pp | 81.01%-58.3pp |
| Employer contribution / active EE | $831 | $3,324-75.0% | $5,144-83.8% | $2,440-65.9% |
| Participant deferral / active EE | $1,855 | $3,260-43.1% | $5,198-64.3% | $3,608-48.6% |
| Admin fee / account holder | $1,575 | $5,880-73.2% | $13,955-88.7% | $5,124-69.3% |