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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 | $8,409 | $72,269-88.4% | $101,271-91.7% | $79,852-89.5% |
| Participation rate | 52.6% | 68.5%-15.8pp | 75.8%-23.2pp | 69.6%-17.0pp |
| Annual return | 53.53% | 22.29%+31.2pp | 46.48%+7.0pp | 31.72%+21.8pp |
| Employer contribution / active EE | $1,062 | $2,692-60.5% | $3,660-71.0% | $2,471-57.0% |
| Participant deferral / active EE | $2,606 | $3,282-20.6% | $4,371-40.4% | $3,740-30.3% |
| Admin fee / account holder | $734 | $4,401-83.3% | $5,948-87.7% | $5,306-86.2% |