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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 | $8,707 | $64,920-86.6% | $103,693-91.6% | $86,983-90.0% |
| Participation rate | 65.4% | 63.6%+1.8pp | 72.6%-7.3pp | 69.5%-4.2pp |
| Annual return | 13.63% | 30.29%-16.7pp | 47.61%-34.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $739 | $2,141-65.5% | $2,920-74.7% | $2,584-71.4% |
| Participant deferral / active EE | $1,286 | $3,241-60.3% | $4,579-71.9% | $4,194-69.3% |
| Admin fee / account holder | $471 | $6,191-92.4% | $7,858-94.0% | $7,856-94.0% |