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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 | $8,557 | $48,364-82.3% | $71,796-88.1% | $62,881-86.4% |
| Participation rate | 68.9% | 60.6%+8.3pp | 69.1%-0.2pp | 69.3%-0.4pp |
| Annual return | 22.39% | 13.16%+9.2pp | 78.04%-55.7pp | 20.14%+2.2pp |
| Employer contribution / active EE | $677 | $1,042-35.0% | $1,924-64.8% | $2,281-70.3% |
| Participant deferral / active EE | $2,091 | $2,0910% | $2,794-25.2% | $3,203-34.7% |
| Admin fee / account holder | $1,562 | $3,771-58.6% | $4,815-67.6% | $4,296-63.6% |