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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 | $7,106 | $85,171-91.7% | $172,752-95.9% | $72,975-90.3% |
| Participation rate | 34.8% | 70.1%-35.2pp | 82.6%-47.8pp | 69.5%-34.7pp |
| Annual return | 29.91% | 27.32%+2.6pp | 802.97%-773.1pp | 81.01%-51.1pp |
| Employer contribution / active EE | $486 | $3,324-85.4% | $5,144-90.5% | $2,440-80.1% |
| Participant deferral / active EE | $1,040 | $3,260-68.1% | $5,198-80.0% | $3,608-71.2% |
| Admin fee / account holder | $427 | $5,880-92.7% | $13,955-96.9% | $5,124-91.7% |