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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 | $7,368 | $147,594-95.0% | $121,871-94.0% | $198,609-96.3% |
| Participation rate | 69.2% | 78.0%-8.7pp | 73.2%-4.0pp | 82.4%-13.1pp |
| Annual return | 26.03% | 12.94%+13.1pp | 13.57%+12.5pp | 202.70%-176.7pp |
| Employer contribution / active EE | $1,584 | $3,007-47.3% | $2,731-42.0% | $5,055-68.7% |
| Participant deferral / active EE | $3,258 | $5,168-37.0% | $4,318-24.6% | $6,977-53.3% |
| Admin fee / account holder | $899 | $15,134-94.1% | $11,551-92.2% | $19,030-95.3% |