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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 | $8,846 | $77,920-88.6% | $149,723-94.1% | $75,177-88.2% |
| Participation rate | 55.7% | 65.6%-9.9pp | 78.8%-23.1pp | 67.2%-11.5pp |
| Annual return | 20.61% | 31.72%-11.1pp | 134.50%-113.9pp | 160.75%-140.1pp |
| Employer contribution / active EE | $475 | $3,138-84.9% | $4,821-90.2% | $2,671-82.2% |
| Participant deferral / active EE | $992 | $3,411-70.9% | $5,682-82.5% | $4,126-76.0% |
| Admin fee / account holder | $308 | $5,951-94.8% | $13,215-97.7% | $5,651-94.5% |