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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 | $8,617 | $72,486-88.1% | $87,103-90.1% | $72,976-88.2% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 33.18% | 24.46%+8.7pp | 28.19%+5.0pp | 81.02%-47.8pp |
| Employer contribution / active EE | $1,026 | $1,894-45.8% | $2,521-59.3% | $2,440-58.0% |
| Participant deferral / active EE | $1,467 | $3,270-55.1% | $4,049-63.8% | $3,608-59.3% |
| Admin fee / account holder | $421 | $5,055-91.7% | $7,491-94.4% | $5,124-91.8% |