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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 | $9,738 | $85,171-88.6% | $172,753-94.4% | $72,976-86.7% |
| Participation rate | 65.2% | 70.1%-4.8pp | 82.6%-17.4pp | 69.5%-4.3pp |
| Annual return | 21.22% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $459 | $3,324-86.2% | $5,144-91.1% | $2,440-81.2% |
| Participant deferral / active EE | $1,445 | $3,260-55.7% | $5,198-72.2% | $3,608-60.0% |
| Admin fee / account holder | $6,960 | $5,880+18.4% | $13,956-50.1% | $5,124+35.8% |