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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 | $8,441 | $72,273-88.3% | $101,275-91.7% | $79,856-89.4% |
| Participation rate | 68.6% | 68.5%+0.1pp | 75.8%-7.2pp | 69.6%-1.1pp |
| Annual return | 46.86% | 22.30%+24.6pp | 46.48%+0.4pp | 31.71%+15.2pp |
| Employer contribution / active EE | $1,679 | $2,691-37.6% | $3,660-54.1% | $2,471-32.1% |
| Participant deferral / active EE | $2,201 | $3,282-32.9% | $4,371-49.6% | $3,741-41.2% |
| Admin fee / account holder | $460 | $4,401-89.6% | $5,948-92.3% | $5,306-91.3% |