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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 | $9,951 | $58,726-83.1% | $142,898-93.0% | $85,851-88.4% |
| Participation rate | 67.7% | 58.5%+9.3pp | 72.0%-4.2pp | 69.3%-1.6pp |
| Annual return | 18.12% | 27.73%-9.6pp | 5639.64%-5621.5pp | 318.63%-300.5pp |
| Employer contribution / active EE | $1,314 | $1,424-7.7% | $4,146-68.3% | $2,565-48.8% |
| Participant deferral / active EE | $2,045 | $2,609-21.6% | $3,838-46.7% | $3,952-48.3% |
| Admin fee / account holder | $749 | $4,234-82.3% | $6,560-88.6% | $6,261-88.0% |