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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 | $5,087 | $57,073-91.1% | $85,126-94.0% | $80,925-93.7% |
| Participation rate | 64.0% | 56.4%+7.6pp | 67.5%-3.5pp | 67.7%-3.7pp |
| Annual return | 16.10% | 21.69%-5.6pp | 66.63%-50.5pp | 35.65%-19.5pp |
| Employer contribution / active EE | $986 | $1,801-45.3% | $2,731-63.9% | $2,756-64.2% |
| Participant deferral / active EE | $1,368 | $3,113-56.0% | $4,523-69.7% | $4,299-68.2% |
| Admin fee / account holder | $312 | $4,988-93.8% | $6,160-94.9% | $6,940-95.5% |