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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 | $7,917 | $53,837-85.3% | $75,717-89.5% | $85,856-90.8% |
| Participation rate | 62.1% | 69.1%-7.0pp | 74.8%-12.8pp | 69.3%-7.2pp |
| Annual return | 26.84% | 24.54%+2.3pp | 104.58%-77.7pp | 318.58%-291.7pp |
| Employer contribution / active EE | $617 | $2,017-69.4% | $2,743-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $1,034 | $2,895-64.3% | $3,821-72.9% | $3,952-73.8% |
| Admin fee / account holder | $341 | $3,341-89.8% | $3,619-90.6% | $6,261-94.6% |