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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 | $7,842 | $81,358-90.4% | $155,556-95.0% | $80,959-90.3% |
| Participation rate | 61.8% | 66.3%-4.5pp | 78.2%-16.4pp | 67.7%-5.9pp |
| Annual return | 51.85% | 33.39%+18.5pp | 64.84%-13.0pp | 35.67%+16.2pp |
| Employer contribution / active EE | $676 | $3,106-78.3% | $4,675-85.6% | $2,757-75.5% |
| Participant deferral / active EE | $1,784 | $3,455-48.4% | $5,631-68.3% | $4,300-58.5% |
| Admin fee / account holder | $1,191 | $7,994-85.1% | $15,885-92.5% | $6,925-82.8% |