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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 | $6,457 | $45,872-85.9% | $77,096-91.6% | $68,486-90.6% |
| Participation rate | 51.3% | 55.9%-4.6pp | 67.9%-16.6pp | 67.9%-16.6pp |
| Annual return | 8.05% | 1.73%+6.3pp | 42.35%-34.3pp | -7.85%+15.9pp |
| Employer contribution / active EE | $364 | $1,650-77.9% | $2,814-87.1% | $2,597-86.0% |
| Participant deferral / active EE | $1,372 | $2,963-53.7% | $4,429-69.0% | $4,028-65.9% |
| Admin fee / account holder | $2,002 | $3,041-34.2% | $5,428-63.1% | $5,404-63.0% |