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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 | $78,690-89.4% | $161,489-94.9% | $87,485-90.5% |
| Participation rate | 43.2% | 67.5%-24.3pp | 78.7%-35.5pp | 68.9%-25.7pp |
| Annual return | 18.14% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $515 | $2,588-80.1% | $4,268-87.9% | $2,596-80.1% |
| Participant deferral / active EE | $2,844 | $3,311-14.1% | $5,630-49.5% | $4,274-33.5% |
| Admin fee / account holder | $2,572 | $6,724-61.7% | $16,006-83.9% | $7,775-66.9% |