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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 | $4,764 | $63,809-92.5% | $81,353-94.1% | $80,935-94.1% |
| Participation rate | 69.2% | 63.9%+5.3pp | 69.5%-0.3pp | 67.7%+1.6pp |
| Annual return | 14.38% | 16.37%-2.0pp | 24.82%-10.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $596 | $1,981-69.9% | $2,464-75.8% | $2,757-78.4% |
| Participant deferral / active EE | $1,364 | $3,093-55.9% | $3,885-64.9% | $4,299-68.3% |
| Admin fee / account holder | $1,015 | $5,686-82.1% | $5,766-82.4% | $6,924-85.3% |