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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 | $8,080 | $65,034-87.6% | $90,970-91.1% | $79,856-89.9% |
| Participation rate | 62.2% | 61.6%+0.5pp | 69.0%-6.9pp | 69.6%-7.5pp |
| Annual return | 19.58% | 30.45%-10.9pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $684 | $1,247-45.2% | $2,122-67.8% | $2,471-72.3% |
| Participant deferral / active EE | $1,693 | $2,512-32.6% | $3,373-49.8% | $3,741-54.7% |
| Admin fee / account holder | $844 | $4,536-81.4% | $5,961-85.8% | $5,306-84.1% |