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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 | $8,824 | $78,423-88.7% | $95,964-90.8% | $79,856-89.0% |
| Participation rate | 48.4% | 73.5%-25.1pp | 77.1%-28.7pp | 69.6%-21.3pp |
| Annual return | 38.48% | 19.37%+19.1pp | 91.64%-53.2pp | 31.71%+6.8pp |
| Employer contribution / active EE | $1,229 | $1,945-36.8% | $2,541-51.7% | $2,471-50.3% |
| Participant deferral / active EE | $1,866 | $3,440-45.8% | $4,167-55.2% | $3,741-50.1% |
| Admin fee / account holder | $1,356 | $5,622-75.9% | $6,797-80.0% | $5,306-74.4% |