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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 | $5,087 | $56,894-91.1% | $84,753-94.0% | $62,881-91.9% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 11.38% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.8pp |
| Employer contribution / active EE | $659 | $2,400-72.6% | $3,574-81.6% | $2,281-71.1% |
| Participant deferral / active EE | $1,786 | $2,709-34.1% | $3,712-51.9% | $3,203-44.2% |
| Admin fee / account holder | $515 | $3,581-85.6% | $5,333-90.3% | $4,296-88.0% |