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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 | $8,054 | $72,027-88.8% | $185,861-95.7% | $79,856-89.9% |
| Participation rate | 61.0% | 65.8%-4.8pp | 78.0%-17.0pp | 69.6%-8.6pp |
| Annual return | 27.93% | 23.13%+4.8pp | 35.96%-8.0pp | 31.71%-3.8pp |
| Employer contribution / active EE | $1,031 | $1,965-47.5% | $4,088-74.8% | $2,471-58.3% |
| Participant deferral / active EE | $1,662 | $3,780-56.0% | $5,634-70.5% | $3,741-55.6% |
| Admin fee / account holder | $1,990 | $4,513-55.9% | $9,503-79.1% | $5,306-62.5% |