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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 | $7,906 | $47,944-83.5% | $67,834-88.3% | $62,881-87.4% |
| Participation rate | 64.1% | 61.1%+3.0pp | 68.8%-4.7pp | 69.3%-5.2pp |
| Annual return | 5.07% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $258 | $1,562-83.5% | $2,403-89.3% | $2,281-88.7% |
| Participant deferral / active EE | $1,167 | $2,247-48.1% | $3,160-63.1% | $3,203-63.6% |
| Admin fee / account holder | $921 | $3,712-75.2% | $4,622-80.1% | $4,296-78.5% |