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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 | $15,459 | $58,493-73.6% | $84,021-81.6% | $72,975-78.8% |
| Participation rate | 65.6% | 61.2%+4.4pp | 69.0%-3.4pp | 69.5%-3.9pp |
| Annual return | 95.64% | 28.93%+66.7pp | 71.32%+24.3pp | 81.01%+14.6pp |
| Employer contribution / active EE | $268 | $1,163-77.0% | $1,984-86.5% | $2,440-89.0% |
| Participant deferral / active EE | $1,781 | $2,394-25.6% | $3,239-45.0% | $3,608-50.6% |
| Admin fee / account holder | $1,343 | $4,569-70.6% | $6,102-78.0% | $5,124-73.8% |