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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 | $8,775 | $46,534-81.1% | $64,097-86.3% | $75,177-88.3% |
| Participation rate | 58.5% | 65.9%-7.4pp | 72.3%-13.8pp | 67.2%-8.7pp |
| Annual return | 28.25% | 26.07%+2.2pp | 33.75%-5.5pp | 160.75%-132.5pp |
| Employer contribution / active EE | $849 | $1,976-57.0% | $2,750-69.1% | $2,671-68.2% |
| Participant deferral / active EE | $1,791 | $2,835-36.8% | $3,881-53.9% | $4,126-56.6% |
| Admin fee / account holder | $492 | $2,957-83.3% | $3,070-84.0% | $5,651-91.3% |