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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 | $8,268 | $65,041-87.3% | $90,965-90.9% | $79,858-89.6% |
| Participation rate | 64.7% | 61.6%+3.1pp | 69.0%-4.3pp | 69.6%-4.9pp |
| Annual return | 25.45% | 30.45%-5.0pp | 134.57%-109.1pp | 31.72%-6.3pp |
| Employer contribution / active EE | $964 | $1,247-22.7% | $2,122-54.6% | $2,471-61.0% |
| Participant deferral / active EE | $1,967 | $2,512-21.7% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $762 | $4,536-83.2% | $5,960-87.2% | $5,306-85.6% |