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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 | $8,140 | $67,602-88.0% | $82,312-90.1% | $70,126-88.4% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 26.02% | 21.57%+4.5pp | 25.88%+0.1pp | 73.15%-47.1pp |
| Employer contribution / active EE | $729 | $1,755-58.5% | $2,428-70.0% | $2,343-68.9% |
| Participant deferral / active EE | $2,116 | $2,987-29.2% | $3,706-42.9% | $3,332-36.5% |
| Admin fee / account holder | $1,563 | $4,512-65.3% | $5,608-72.1% | $4,645-66.3% |