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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 | $5,956 | $43,075-86.2% | $74,577-92.0% | $62,881-90.5% |
| Participation rate | 59.5% | 58.1%+1.4pp | 68.1%-8.7pp | 69.3%-9.8pp |
| Annual return | 11.33% | 17.50%-6.2pp | 20.47%-9.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $288 | $1,498-80.8% | $2,525-88.6% | $2,281-87.4% |
| Participant deferral / active EE | $974 | $2,389-59.2% | $3,458-71.8% | $3,203-69.6% |
| Admin fee / account holder | $849 | $2,840-70.1% | $4,138-79.5% | $4,296-80.2% |