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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 | $4,850 | $52,580-90.8% | $71,671-93.2% | $70,126-93.1% |
| Participation rate | 66.7% | 60.9%+5.8pp | 68.7%-2.1pp | 69.5%-2.9pp |
| Annual return | 24.05% | 20.25%+3.8pp | 20.65%+3.4pp | 73.15%-49.1pp |
| Employer contribution / active EE | $652 | $1,616-59.7% | $2,460-73.5% | $2,343-72.2% |
| Participant deferral / active EE | $1,278 | $2,386-46.4% | $3,438-62.8% | $3,332-61.6% |
| Admin fee / account holder | $484 | $3,653-86.7% | $5,558-91.3% | $4,645-89.6% |