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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 | $8,945 | $78,690-88.6% | $161,489-94.5% | $87,485-89.8% |
| Participation rate | 51.6% | 67.5%-15.9pp | 78.7%-27.1pp | 68.9%-17.3pp |
| Annual return | 15.40% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $338 | $2,588-86.9% | $4,268-92.1% | $2,596-87.0% |
| Participant deferral / active EE | $1,517 | $3,311-54.2% | $5,630-73.1% | $4,274-64.5% |
| Admin fee / account holder | $875 | $6,724-87.0% | $16,006-94.5% | $7,775-88.7% |