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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 | $8,084 | $58,493-86.2% | $84,021-90.4% | $72,975-88.9% |
| Participation rate | 61.5% | 61.2%+0.3pp | 69.0%-7.5pp | 69.5%-8.0pp |
| Annual return | 27.72% | 28.93%-1.2pp | 71.32%-43.6pp | 81.01%-53.3pp |
| Employer contribution / active EE | $558 | $1,163-52.0% | $1,984-71.9% | $2,440-77.1% |
| Participant deferral / active EE | $1,569 | $2,394-34.4% | $3,239-51.6% | $3,608-56.5% |
| Admin fee / account holder | $1,341 | $4,569-70.7% | $6,102-78.0% | $5,124-73.8% |