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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 | $9,456 | $75,959-87.6% | $154,114-93.9% | $64,181-85.3% |
| Participation rate | 67.6% | 70.4%-2.8pp | 83.0%-15.4pp | 69.6%-1.9pp |
| Annual return | 8.48% | 30.32%-21.8pp | 735.16%-726.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $532 | $3,350-84.1% | $5,298-90.0% | $2,381-77.7% |
| Participant deferral / active EE | $1,268 | $3,175-60.1% | $5,081-75.0% | $3,470-63.5% |
| Admin fee / account holder | $1,730 | $5,589-69.0% | $13,411-87.1% | $4,887-64.6% |