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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 | $72,607-91.6% | $90,259-93.3% | $87,485-93.1% |
| Participation rate | 67.7% | 64.8%+2.9pp | 70.7%-3.0pp | 68.9%-1.2pp |
| Annual return | 23.38% | 18.59%+4.8pp | 18.88%+4.5pp | 26.06%-2.7pp |
| Employer contribution / active EE | $1,259 | $1,919-34.4% | $2,291-45.1% | $2,596-51.5% |
| Participant deferral / active EE | $1,897 | $3,055-37.9% | $3,827-50.4% | $4,274-55.6% |
| Admin fee / account holder | $318 | $5,947-94.7% | $7,267-95.6% | $7,775-95.9% |