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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 | $8,048 | $59,804-86.5% | $81,982-90.2% | $79,856-89.9% |
| Participation rate | 35.3% | 61.6%-26.3pp | 69.3%-34.0pp | 69.6%-34.3pp |
| Annual return | 42.92% | 17.56%+25.4pp | 41.31%+1.6pp | 31.71%+11.2pp |
| Employer contribution / active EE | $531 | $1,713-69.0% | $2,498-78.7% | $2,471-78.5% |
| Participant deferral / active EE | $1,550 | $2,695-42.5% | $3,722-58.4% | $3,741-58.6% |
| Admin fee / account holder | $377 | $4,288-91.2% | $5,665-93.3% | $5,306-92.9% |