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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 | $7,562 | $65,555-88.5% | $86,216-91.2% | $75,173-89.9% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 24.79% | 46.07%-21.3pp | 1169.42%-1144.6pp | 160.72%-135.9pp |
| Employer contribution / active EE | $583 | $1,553-62.5% | $2,382-75.5% | $2,671-78.2% |
| Participant deferral / active EE | $2,462 | $3,023-18.6% | $3,986-38.2% | $4,126-40.3% |
| Admin fee / account holder | $1,462 | $5,469-73.3% | $6,853-78.7% | $5,651-74.1% |