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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 | $8,185 | $64,324-87.3% | $118,914-93.1% | $79,856-89.7% |
| Participation rate | 59.2% | 64.9%-5.7pp | 75.4%-16.2pp | 69.6%-10.5pp |
| Annual return | 33.76% | 86.45%-52.7pp | 35.89%-2.1pp | 31.71%+2.0pp |
| Employer contribution / active EE | $914 | $1,836-50.2% | $3,264-72.0% | $2,471-63.0% |
| Participant deferral / active EE | $1,712 | $2,824-39.4% | $4,266-59.9% | $3,741-54.2% |
| Admin fee / account holder | $588 | $4,040-85.5% | $6,582-91.1% | $5,306-88.9% |