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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 | $9,454 | $78,423-87.9% | $95,964-90.1% | $79,856-88.2% |
| Participation rate | 61.7% | 73.5%-11.8pp | 77.1%-15.4pp | 69.6%-8.0pp |
| Annual return | 21.33% | 19.37%+2.0pp | 91.64%-70.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,340 | $1,945-31.1% | $2,541-47.3% | $2,471-45.8% |
| Participant deferral / active EE | $1,691 | $3,440-50.8% | $4,167-59.4% | $3,741-54.8% |
| Admin fee / account holder | $1,373 | $5,622-75.6% | $6,797-79.8% | $5,306-74.1% |