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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 | $8,316 | $86,050-90.3% | $189,758-95.6% | $94,015-91.2% |
| Participation rate | 43.2% | 68.9%-25.7pp | 79.8%-36.6pp | 70.8%-27.6pp |
| Annual return | 18.14% | 17.77%+0.4pp | 52.62%-34.5pp | 17.84%+0.3pp |
| Employer contribution / active EE | $515 | $2,819-81.7% | $4,767-89.2% | $2,790-81.5% |
| Participant deferral / active EE | $2,844 | $3,349-15.1% | $5,856-51.4% | $4,249-33.1% |
| Admin fee / account holder | $2,572 | $6,627-61.2% | $20,388-87.4% | $8,951-71.3% |