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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 | $8,701 | $52,279-83.4% | $89,435-90.3% | $79,856-89.1% |
| Participation rate | 37.0% | 57.5%-20.6pp | 68.0%-31.0pp | 69.6%-32.7pp |
| Annual return | 16.98% | 22.16%-5.2pp | 245.55%-228.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $328 | $1,572-79.1% | $2,587-87.3% | $2,471-86.7% |
| Participant deferral / active EE | $1,053 | $2,740-61.6% | $3,890-72.9% | $3,741-71.9% |
| Admin fee / account holder | $777 | $3,356-76.8% | $4,884-84.1% | $5,306-85.4% |