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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 | $8,047 | $54,541-85.2% | $78,778-89.8% | $70,131-88.5% |
| Participation rate | 62.1% | 60.8%+1.3pp | 69.2%-7.1pp | 69.5%-7.5pp |
| Annual return | 22.68% | 21.07%+1.6pp | 35.62%-12.9pp | 73.14%-50.5pp |
| Employer contribution / active EE | $975 | $1,089-10.4% | $1,986-50.9% | $2,342-58.4% |
| Participant deferral / active EE | $1,505 | $2,210-31.9% | $2,958-49.1% | $3,332-54.8% |
| Admin fee / account holder | $683 | $3,709-81.6% | $5,134-86.7% | $4,645-85.3% |