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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 | $7,253 | $76,367-90.5% | $93,614-92.3% | $72,983-90.1% |
| Participation rate | 34.2% | 71.7%-37.5pp | 75.8%-41.6pp | 69.5%-35.3pp |
| Annual return | 53.53% | 25.82%+27.7pp | 32.76%+20.8pp | 81.01%-27.5pp |
| Employer contribution / active EE | $1,084 | $2,275-52.4% | $2,718-60.1% | $2,440-55.6% |
| Participant deferral / active EE | $1,342 | $3,538-62.1% | $4,069-67.0% | $3,608-62.8% |
| Admin fee / account holder | $706 | $6,838-89.7% | $7,889-91.1% | $5,124-86.2% |