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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 | $7,192 | $48,118-85.1% | $136,833-94.7% | $94,015-92.3% |
| Participation rate | 59.5% | 47.4%+12.1pp | 59.0%+0.5pp | 70.8%-11.3pp |
| Annual return | 21.80% | 14.65%+7.2pp | 35.32%-13.5pp | 17.84%+4.0pp |
| Employer contribution / active EE | $597 | $821-27.3% | $1,319-54.7% | $2,790-78.6% |
| Participant deferral / active EE | $1,854 | $1,651+12.3% | $2,441-24.0% | $4,249-56.4% |
| Admin fee / account holder | $310 | $3,059-89.9% | $4,706-93.4% | $8,951-96.5% |