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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 | $8,730 | $46,732-81.3% | $156,551-94.4% | $55,167-84.2% |
| Participation rate | 50.4% | 65.8%-15.4pp | 84.0%-33.6pp | 69.0%-18.6pp |
| Annual return | 12.96% | 17.72%-4.8pp | 32.23%-19.3pp | 169.23%-156.3pp |
| Employer contribution / active EE | $1,026 | $2,105-51.2% | $5,501-81.3% | $1,963-47.7% |
| Participant deferral / active EE | $1,926 | $2,204-12.6% | $4,871-60.5% | $3,054-36.9% |
| Admin fee / account holder | $1,092 | $418+160.9% | $13,028-91.6% | $504+116.6% |