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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 | $9,355 | $78,690-88.1% | $161,489-94.2% | $87,485-89.3% |
| Participation rate | 62.9% | 67.5%-4.6pp | 78.7%-15.8pp | 68.9%-6.1pp |
| Annual return | 23.56% | 32.74%-9.2pp | 89.72%-66.2pp | 26.06%-2.5pp |
| Employer contribution / active EE | $1,370 | $2,588-47.1% | $4,268-67.9% | $2,596-47.2% |
| Participant deferral / active EE | $1,597 | $3,311-51.8% | $5,630-71.6% | $4,274-62.6% |
| Admin fee / account holder | $368 | $6,724-94.5% | $16,006-97.7% | $7,775-95.3% |