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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 | $6,382 | $72,269-91.2% | $101,271-93.7% | $79,852-92.0% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 42.08% | 22.29%+19.8pp | 46.48%-4.4pp | 31.72%+10.4pp |
| Employer contribution / active EE | $1,463 | $2,692-45.7% | $3,660-60.0% | $2,471-40.8% |
| Participant deferral / active EE | $1,779 | $3,282-45.8% | $4,371-59.3% | $3,740-52.4% |
| Admin fee / account holder | $597 | $4,401-86.4% | $5,948-90.0% | $5,306-88.8% |