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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 | $6,900 | $72,471-90.5% | $94,215-92.7% | $86,983-92.1% |
| Participation rate | 68.3% | 63.9%+4.4pp | 70.0%-1.7pp | 69.5%-1.3pp |
| Annual return | 27.22% | 26.44%+0.8pp | 28.22%-1.0pp | 25.83%+1.4pp |
| Employer contribution / active EE | $787 | $1,936-59.4% | $2,675-70.6% | $2,584-69.6% |
| Participant deferral / active EE | $2,761 | $3,397-18.7% | $4,276-35.4% | $4,194-34.2% |
| Admin fee / account holder | $974 | $6,468-84.9% | $10,216-90.5% | $7,856-87.6% |