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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 | $7,373 | $86,940-91.5% | $102,434-92.8% | $80,935-90.9% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.4pp | 67.7%-4.5pp |
| Annual return | 34.19% | 18.89%+15.3pp | 29.46%+4.7pp | 35.66%-1.5pp |
| Employer contribution / active EE | $1,730 | $2,370-27.0% | $3,023-42.8% | $2,757-37.2% |
| Participant deferral / active EE | $1,854 | $4,121-55.0% | $5,055-63.3% | $4,299-56.9% |
| Admin fee / account holder | $853 | $8,047-89.4% | $9,462-91.0% | $6,924-87.7% |