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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 | $6,965 | $54,541-87.2% | $78,778-91.2% | $70,126-90.1% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.2%-7.8pp | 69.5%-8.2pp |
| Annual return | 17.75% | 21.07%-3.3pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $582 | $1,089-46.6% | $1,986-70.7% | $2,343-75.2% |
| Participant deferral / active EE | $1,485 | $2,210-32.8% | $2,958-49.8% | $3,332-55.4% |
| Admin fee / account holder | $434 | $3,709-88.3% | $5,134-91.6% | $4,645-90.7% |