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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 | $7,310 | $55,713-86.9% | $75,901-90.4% | $72,975-90.0% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.3%-4.0pp | 69.5%-4.2pp |
| Annual return | 21.63% | 27.60%-6.0pp | 30.76%-9.1pp | 81.01%-59.4pp |
| Employer contribution / active EE | $331 | $1,687-80.4% | $2,501-86.8% | $2,440-86.5% |
| Participant deferral / active EE | $1,577 | $2,634-40.1% | $3,603-56.2% | $3,608-56.3% |
| Admin fee / account holder | $852 | $3,980-78.6% | $5,420-84.3% | $5,124-83.4% |