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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 | $6,078 | $75,720-92.0% | $90,312-93.3% | $86,983-93.0% |
| Participation rate | 67.7% | 66.3%+1.5pp | 72.9%-5.2pp | 69.5%-1.8pp |
| Annual return | 23.38% | 18.55%+4.8pp | 18.90%+4.5pp | 25.83%-2.5pp |
| Employer contribution / active EE | $1,259 | $1,945-35.3% | $2,243-43.9% | $2,584-51.3% |
| Participant deferral / active EE | $1,897 | $3,001-36.8% | $3,749-49.4% | $4,194-54.8% |
| Admin fee / account holder | $318 | $6,201-94.9% | $8,248-96.1% | $7,856-96.0% |