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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 | $6,256 | $57,506-89.1% | $67,221-90.7% | $79,856-92.2% |
| Participation rate | 55.4% | 74.3%-18.9pp | 79.4%-24.0pp | 69.6%-14.2pp |
| Annual return | 23.26% | 18.46%+4.8pp | 20.72%+2.5pp | 31.71%-8.5pp |
| Employer contribution / active EE | $600 | $2,961-79.8% | $3,723-83.9% | $2,471-75.7% |
| Participant deferral / active EE | $1,202 | $3,508-65.7% | $4,384-72.6% | $3,741-67.9% |
| Admin fee / account holder | $528 | $4,029-86.9% | $5,844-91.0% | $5,306-90.0% |