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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 | $51,708-86.5% | $106,619-93.5% | $62,881-88.9% |
| Participation rate | 63.3% | 66.9%-3.5pp | 78.0%-14.7pp | 69.3%-6.0pp |
| Annual return | 5.00% | 4.69%+0.3pp | 9.42%-4.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $519 | $1,764-70.6% | $3,947-86.9% | $2,281-77.3% |
| Participant deferral / active EE | $1,126 | $2,315-51.4% | $3,930-71.3% | $3,203-64.8% |
| Admin fee / account holder | $557 | $3,349-83.4% | $6,418-91.3% | $4,296-87.0% |