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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 | $8,873 | $53,841-83.5% | $75,731-88.3% | $85,851-89.7% |
| Participation rate | 53.4% | 69.0%-15.6pp | 74.8%-21.4pp | 69.3%-15.9pp |
| Annual return | 16.71% | 24.54%-7.8pp | 104.65%-87.9pp | 318.63%-301.9pp |
| Employer contribution / active EE | $878 | $2,017-56.5% | $2,743-68.0% | $2,565-65.8% |
| Participant deferral / active EE | $1,810 | $2,895-37.5% | $3,820-52.6% | $3,952-54.2% |
| Admin fee / account holder | $824 | $3,340-75.3% | $3,620-77.2% | $6,261-86.8% |