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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 | $8,834 | $103,949-91.5% | $69,182-87.2% | $273,972-96.8% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 4.85% | 35.28%-30.4pp | -21.93%+26.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $775 | $1,783-56.5% | $1,206-35.8% | $4,869-84.1% |
| Participant deferral / active EE | $2,428 | $2,716-10.6% | $1,897+28.0% | $5,287-54.1% |
| Admin fee / account holder | $323 | $3,671-91.2% | $2,697-88.0% | $10,133-96.8% |