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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 | $5,933 | $59,839-90.1% | $81,991-92.8% | $79,852-92.6% |
| Participation rate | 62.9% | 61.6%+1.2pp | 69.3%-6.4pp | 69.6%-6.8pp |
| Annual return | 41.70% | 17.56%+24.1pp | 41.31%+0.4pp | 31.72%+10.0pp |
| Employer contribution / active EE | $789 | $1,713-54.0% | $2,498-68.4% | $2,471-68.1% |
| Participant deferral / active EE | $1,779 | $2,695-34.0% | $3,722-52.2% | $3,740-52.4% |
| Admin fee / account holder | $574 | $4,287-86.6% | $5,665-89.9% | $5,306-89.2% |