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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 | $6,933 | $54,541-87.3% | $78,778-91.2% | $70,126-90.1% |
| Participation rate | 57.5% | 60.8%-3.3pp | 69.2%-11.7pp | 69.5%-12.0pp |
| Annual return | 17.42% | 21.07%-3.6pp | 35.62%-18.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $451 | $1,089-58.5% | $1,986-77.3% | $2,343-80.7% |
| Participant deferral / active EE | $1,313 | $2,210-40.6% | $2,958-55.6% | $3,332-60.6% |
| Admin fee / account holder | $639 | $3,709-82.8% | $5,134-87.6% | $4,645-86.2% |