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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 | $7,399 | $84,236-91.2% | $170,435-95.7% | $70,126-89.4% |
| Participation rate | 49.4% | 70.8%-21.4pp | 83.6%-34.2pp | 69.5%-20.1pp |
| Annual return | 16.31% | 23.06%-6.8pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $430 | $3,387-87.3% | $5,432-92.1% | $2,343-81.6% |
| Participant deferral / active EE | $1,006 | $3,086-67.4% | $4,939-79.6% | $3,332-69.8% |
| Admin fee / account holder | $988 | $5,698-82.7% | $13,881-92.9% | $4,645-78.7% |