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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 | $8,556 | $48,364-82.3% | $71,796-88.1% | $62,881-86.4% |
| Participation rate | 62.7% | 60.6%+2.1pp | 69.1%-6.4pp | 69.3%-6.6pp |
| Annual return | 27.64% | 13.16%+14.5pp | 78.04%-50.4pp | 20.14%+7.5pp |
| Employer contribution / active EE | $1,414 | $1,042+35.7% | $1,924-26.5% | $2,281-38.0% |
| Participant deferral / active EE | $2,026 | $2,091-3.1% | $2,794-27.5% | $3,203-36.8% |
| Admin fee / account holder | $1,061 | $3,771-71.9% | $4,815-78.0% | $4,296-75.3% |