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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 | $8,036 | $46,464-82.7% | $150,298-94.7% | $79,634-89.9% |
| Participation rate | 21.6% | 57.0%-35.4pp | 77.8%-56.2pp | 62.5%-40.9pp |
| Annual return | 39.26% | 27.89%+11.4pp | 62.79%-23.5pp | 36.46%+2.8pp |
| Employer contribution / active EE | $244 | $1,512-83.9% | $4,154-94.1% | $2,529-90.4% |
| Participant deferral / active EE | $660 | $2,157-69.4% | $5,453-87.9% | $3,835-82.8% |
| Admin fee / account holder | $335 | $891-62.4% | $14,116-97.6% | $1,002-66.6% |