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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 | $9,151 | $47,848-80.9% | $81,473-88.8% | $70,126-87.0% |
| Participation rate | 67.7% | 58.3%+9.5pp | 68.0%-0.2pp | 69.5%-1.8pp |
| Annual return | 46.80% | 27.25%+19.6pp | 38.78%+8.0pp | 73.15%-26.3pp |
| Employer contribution / active EE | $1,419 | $1,527-7.1% | $2,568-44.8% | $2,343-39.4% |
| Participant deferral / active EE | $1,868 | $2,453-23.9% | $3,537-47.2% | $3,332-43.9% |
| Admin fee / account holder | $1,392 | $3,145-55.7% | $4,561-69.5% | $4,645-70.0% |