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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 | $9,534 | $85,171-88.8% | $172,752-94.5% | $72,975-86.9% |
| Participation rate | 41.4% | 70.1%-28.7pp | 82.6%-41.3pp | 69.5%-28.1pp |
| Annual return | 21.13% | 27.32%-6.2pp | 802.97%-781.8pp | 81.01%-59.9pp |
| Employer contribution / active EE | $692 | $3,324-79.2% | $5,144-86.5% | $2,440-71.6% |
| Participant deferral / active EE | $1,039 | $3,260-68.1% | $5,198-80.0% | $3,608-71.2% |
| Admin fee / account holder | $2,195 | $5,880-62.7% | $13,955-84.3% | $5,124-57.2% |