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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 | $8,208 | $81,504-89.9% | $102,437-92.0% | $80,959-89.9% |
| Participation rate | 68.6% | 66.9%+1.7pp | 74.5%-5.9pp | 67.7%+0.9pp |
| Annual return | 59.76% | 25.60%+34.2pp | 24.95%+34.8pp | 35.67%+24.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,712 | $3,871-29.9% | $5,060-46.4% | $4,300-36.9% |
| Admin fee / account holder | $316 | $6,719-95.3% | $8,388-96.2% | $6,925-95.4% |