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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 | $8,761 | $72,486-87.9% | $87,103-89.9% | $72,976-88.0% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.8pp | 69.5%-8.5pp |
| Annual return | 87.80% | 24.46%+63.3pp | 28.19%+59.6pp | 81.02%+6.8pp |
| Employer contribution / active EE | $1,977 | $1,894+4.4% | $2,521-21.6% | $2,440-19.0% |
| Participant deferral / active EE | $2,749 | $3,270-15.9% | $4,049-32.1% | $3,608-23.8% |
| Admin fee / account holder | $573 | $5,055-88.7% | $7,491-92.3% | $5,124-88.8% |