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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 | $6,042 | $60,442-90.0% | $96,754-93.8% | $87,485-93.1% |
| Participation rate | 60.5% | 58.7%+1.8pp | 70.3%-9.8pp | 68.9%-8.5pp |
| Annual return | 17.22% | 21.97%-4.8pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $484 | $1,691-71.4% | $2,679-81.9% | $2,596-81.4% |
| Participant deferral / active EE | $1,165 | $3,280-64.5% | $4,758-75.5% | $4,274-72.7% |
| Admin fee / account holder | $324 | $5,069-93.6% | $8,905-96.4% | $7,775-95.8% |