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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 | $8,417 | $60,442-86.1% | $96,754-91.3% | $87,485-90.4% |
| Participation rate | 63.6% | 58.7%+4.9pp | 70.3%-6.6pp | 68.9%-5.3pp |
| Annual return | 30.47% | 21.97%+8.5pp | 82.04%-51.6pp | 26.06%+4.4pp |
| Employer contribution / active EE | $1,402 | $1,691-17.1% | $2,679-47.7% | $2,596-46.0% |
| Participant deferral / active EE | $2,298 | $3,280-29.9% | $4,758-51.7% | $4,274-46.2% |
| Admin fee / account holder | $1,077 | $5,069-78.8% | $8,905-87.9% | $7,775-86.1% |