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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 | $8,412 | $69,590-87.9% | $136,867-93.9% | $94,015-91.1% |
| Participation rate | 53.7% | 66.3%-12.6pp | 74.5%-20.8pp | 70.8%-17.1pp |
| Annual return | 24.38% | 19.62%+4.8pp | 42.97%-18.6pp | 17.84%+6.5pp |
| Employer contribution / active EE | $1,170 | $2,396-51.2% | $3,547-67.0% | $2,790-58.1% |
| Participant deferral / active EE | $1,865 | $3,437-45.7% | $4,924-62.1% | $4,249-56.1% |
| Admin fee / account holder | $499 | $8,912-94.4% | $10,340-95.2% | $8,951-94.4% |