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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 | $7,921 | $48,364-83.6% | $71,796-89.0% | $62,881-87.4% |
| Participation rate | 60.3% | 60.6%-0.3pp | 69.1%-8.8pp | 69.3%-9.0pp |
| Annual return | 36.54% | 13.16%+23.4pp | 78.04%-41.5pp | 20.14%+16.4pp |
| Employer contribution / active EE | $885 | $1,042-15.0% | $1,924-54.0% | $2,281-61.2% |
| Participant deferral / active EE | $1,311 | $2,091-37.3% | $2,794-53.1% | $3,203-59.1% |
| Admin fee / account holder | $673 | $3,771-82.2% | $4,815-86.0% | $4,296-84.3% |