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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 | $4,055 | $54,541-92.6% | $78,778-94.9% | $70,126-94.2% |
| Participation rate | 60.9% | 60.8%+0.1pp | 69.2%-8.3pp | 69.5%-8.7pp |
| Annual return | 34.73% | 21.07%+13.7pp | 35.62%-0.9pp | 73.15%-38.4pp |
| Employer contribution / active EE | $1,036 | $1,089-4.8% | $1,986-47.8% | $2,343-55.8% |
| Participant deferral / active EE | $1,601 | $2,210-27.6% | $2,958-45.9% | $3,332-52.0% |
| Admin fee / account holder | $477 | $3,709-87.2% | $5,134-90.7% | $4,645-89.7% |