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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 | $8,108 | $48,364-83.2% | $71,796-88.7% | $62,881-87.1% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 51.98% | 13.16%+38.8pp | 78.04%-26.1pp | 20.14%+31.8pp |
| Employer contribution / active EE | $889 | $1,042-14.7% | $1,924-53.8% | $2,281-61.0% |
| Participant deferral / active EE | $1,876 | $2,091-10.3% | $2,794-32.9% | $3,203-41.4% |
| Admin fee / account holder | $699 | $3,771-81.5% | $4,815-85.5% | $4,296-83.7% |