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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 | $5,753 | $41,016-86.0% | $152,093-96.2% | $64,097-91.0% |
| Participation rate | 64.7% | 51.3%+13.3pp | 77.8%-13.1pp | 55.2%+9.5pp |
| Annual return | 17.37% | 39.60%-22.2pp | 66.36%-49.0pp | 34.64%-17.3pp |
| Employer contribution / active EE | $348 | $1,342-74.1% | $4,175-91.7% | $1,891-81.6% |
| Participant deferral / active EE | $702 | $1,927-63.6% | $5,451-87.1% | $3,080-77.2% |
| Admin fee / account holder | $1,071 | $2,305-53.5% | $14,497-92.6% | $3,454-69.0% |