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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 | $7,680 | $77,908-90.1% | $149,696-94.9% | $75,173-89.8% |
| Participation rate | 22.0% | 65.6%-43.6pp | 78.8%-56.8pp | 67.2%-45.2pp |
| Annual return | 42.01% | 31.73%+10.3pp | 134.46%-92.4pp | 160.72%-118.7pp |
| Employer contribution / active EE | $463 | $3,138-85.2% | $4,821-90.4% | $2,671-82.7% |
| Participant deferral / active EE | $902 | $3,411-73.5% | $5,682-84.1% | $4,126-78.1% |
| Admin fee / account holder | $563 | $5,950-90.5% | $13,212-95.7% | $5,651-90.0% |