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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 | $9,075 | $77,908-88.4% | $149,696-93.9% | $75,173-87.9% |
| Participation rate | 68.6% | 65.6%+3.0pp | 78.8%-10.2pp | 67.2%+1.4pp |
| Annual return | 18.73% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,243 | $3,138-60.4% | $4,821-74.2% | $2,671-53.4% |
| Participant deferral / active EE | $1,452 | $3,411-57.4% | $5,682-74.4% | $4,126-64.8% |
| Admin fee / account holder | $579 | $5,950-90.3% | $13,212-95.6% | $5,651-89.7% |