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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 | $8,916 | $77,901-88.6% | $149,717-94.0% | $75,181-88.1% |
| Participation rate | 56.0% | 65.6%-9.6pp | 78.8%-22.8pp | 67.2%-11.2pp |
| Annual return | 16.07% | 31.73%-15.7pp | 134.41%-118.3pp | 160.69%-144.6pp |
| Employer contribution / active EE | $549 | $3,137-82.5% | $4,820-88.6% | $2,671-79.4% |
| Participant deferral / active EE | $927 | $3,411-72.8% | $5,682-83.7% | $4,126-77.5% |
| Admin fee / account holder | $403 | $5,949-93.2% | $13,213-96.9% | $5,650-92.9% |