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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 | $10,302 | $48,053-78.6% | $84,637-87.8% | $72,976-85.9% |
| Participation rate | 58.1% | 57.6%+0.5pp | 68.2%-10.2pp | 69.5%-11.4pp |
| Annual return | 41.70% | 37.39%+4.3pp | 258.82%-217.1pp | 81.02%-39.3pp |
| Employer contribution / active EE | $2,265 | $1,602+41.4% | $2,653-14.6% | $2,440-7.2% |
| Participant deferral / active EE | $3,772 | $2,681+40.7% | $3,900-3.3% | $3,608+4.6% |
| Admin fee / account holder | $1,001 | $3,395-70.5% | $4,914-79.6% | $5,124-80.5% |