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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 | $8,817 | $53,128-83.4% | $86,582-89.8% | $70,126-87.4% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 18.21% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $795 | $2,068-61.6% | $2,839-72.0% | $2,343-66.1% |
| Participant deferral / active EE | $1,083 | $2,695-59.8% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $697 | $3,584-80.6% | $4,904-85.8% | $4,645-85.0% |