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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 | $9,262 | $85,171-89.1% | $172,752-94.6% | $72,975-87.3% |
| Participation rate | 57.6% | 70.1%-12.5pp | 82.6%-25.1pp | 69.5%-11.9pp |
| Annual return | 33.03% | 27.32%+5.7pp | 802.97%-769.9pp | 81.01%-48.0pp |
| Employer contribution / active EE | $1,194 | $3,324-64.1% | $5,144-76.8% | $2,440-51.1% |
| Participant deferral / active EE | $2,041 | $3,260-37.4% | $5,198-60.7% | $3,608-43.4% |
| Admin fee / account holder | $439 | $5,880-92.5% | $13,955-96.9% | $5,124-91.4% |