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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 | $9,594 | $78,690-87.8% | $161,489-94.1% | $87,485-89.0% |
| Participation rate | 68.2% | 67.5%+0.7pp | 78.7%-10.5pp | 68.9%-0.7pp |
| Annual return | 21.40% | 32.74%-11.3pp | 89.72%-68.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,026 | $2,588-60.3% | $4,268-76.0% | $2,596-60.5% |
| Participant deferral / active EE | $1,485 | $3,311-55.1% | $5,630-73.6% | $4,274-65.2% |
| Admin fee / account holder | $1,111 | $6,724-83.5% | $16,006-93.1% | $7,775-85.7% |