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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 | $7,004 | $52,279-86.6% | $89,435-92.2% | $79,856-91.2% |
| Participation rate | 57.7% | 57.5%+0.2pp | 68.0%-10.3pp | 69.6%-11.9pp |
| Annual return | 18.46% | 22.16%-3.7pp | 245.55%-227.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $934 | $1,572-40.6% | $2,587-63.9% | $2,471-62.2% |
| Participant deferral / active EE | $1,976 | $2,740-27.9% | $3,890-49.2% | $3,741-47.2% |
| Admin fee / account holder | $1,190 | $3,356-64.5% | $4,884-75.6% | $5,306-77.6% |