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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 | $8,352 | $78,428-89.4% | $95,960-91.3% | $79,852-89.5% |
| Participation rate | 60.9% | 73.5%-12.6pp | 77.1%-16.2pp | 69.6%-8.8pp |
| Annual return | 58.98% | 19.37%+39.6pp | 91.63%-32.7pp | 31.72%+27.3pp |
| Employer contribution / active EE | $1,008 | $1,945-48.2% | $2,541-60.4% | $2,471-59.2% |
| Participant deferral / active EE | $1,652 | $3,440-52.0% | $4,167-60.4% | $3,740-55.8% |
| Admin fee / account holder | $826 | $5,622-85.3% | $6,797-87.8% | $5,306-84.4% |