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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 | $8,910 | $46,732-80.9% | $156,551-94.3% | $55,167-83.8% |
| Participation rate | 37.6% | 65.8%-28.2pp | 84.0%-46.4pp | 69.0%-31.4pp |
| Annual return | 6.40% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $540 | $2,105-74.4% | $5,501-90.2% | $1,963-72.5% |
| Participant deferral / active EE | $961 | $2,204-56.4% | $4,871-80.3% | $3,054-68.5% |
| Admin fee / account holder | $550 | $418+31.4% | $13,028-95.8% | $504+9.1% |