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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 | $6,270 | $48,118-87.0% | $136,833-95.4% | $94,015-93.3% |
| Participation rate | 68.8% | 47.4%+21.4pp | 59.0%+9.7pp | 70.8%-2.1pp |
| Annual return | 21.62% | 14.65%+7.0pp | 35.32%-13.7pp | 17.84%+3.8pp |
| Employer contribution / active EE | $398 | $821-51.5% | $1,319-69.8% | $2,790-85.7% |
| Participant deferral / active EE | $589 | $1,651-64.3% | $2,441-75.9% | $4,249-86.1% |
| Admin fee / account holder | $1,081 | $3,059-64.7% | $4,706-77.0% | $8,951-87.9% |