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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 | $6,724 | $54,541-87.7% | $78,778-91.5% | $70,126-90.4% |
| Participation rate | 28.8% | 60.8%-32.0pp | 69.2%-40.3pp | 69.5%-40.7pp |
| Annual return | 63.10% | 21.07%+42.0pp | 35.62%+27.5pp | 73.15%-10.0pp |
| Employer contribution / active EE | $290 | $1,089-73.4% | $1,986-85.4% | $2,343-87.6% |
| Participant deferral / active EE | $1,714 | $2,210-22.4% | $2,958-42.1% | $3,332-48.6% |
| Admin fee / account holder | $306 | $3,709-91.7% | $5,134-94.0% | $4,645-93.4% |