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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 | $5,113 | $55,453-90.8% | $170,435-97.0% | $62,293-91.8% |
| Participation rate | 69.2% | 66.4%+2.9pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 28.26% | 21.38%+6.9pp | 205.94%-177.7pp | 28.90%-0.6pp |
| Employer contribution / active EE | $606 | $2,164-72.0% | $5,432-88.8% | $2,042-70.3% |
| Participant deferral / active EE | $1,308 | $2,303-43.2% | $4,939-73.5% | $3,169-58.7% |
| Admin fee / account holder | $338 | $455-25.7% | $13,881-97.6% | $479-29.4% |