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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 | $8,842 | $36,767-76.0% | $81,473-89.1% | $62,293-85.8% |
| Participation rate | 50.5% | 54.4%-4.0pp | 68.0%-17.5pp | 69.5%-19.1pp |
| Annual return | 31.69% | 173.80%-142.1pp | 38.78%-7.1pp | 28.90%+2.8pp |
| Employer contribution / active EE | $1,375 | $1,128+21.9% | $2,568-46.4% | $2,042-32.7% |
| Participant deferral / active EE | $1,866 | $2,111-11.6% | $3,537-47.2% | $3,169-41.1% |
| Admin fee / account holder | $1,095 | $797+37.4% | $4,561-76.0% | $479+128.4% |