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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 | $6,984 | $46,599-85.0% | $64,101-89.1% | $75,173-90.7% |
| Participation rate | 54.4% | 65.9%-11.6pp | 72.3%-17.9pp | 67.2%-12.8pp |
| Annual return | 30.62% | 26.06%+4.6pp | 33.72%-3.1pp | 160.72%-130.1pp |
| Employer contribution / active EE | $856 | $1,975-56.7% | $2,749-68.9% | $2,671-68.0% |
| Participant deferral / active EE | $1,425 | $2,837-49.8% | $3,881-63.3% | $4,126-65.5% |
| Admin fee / account holder | $340 | $2,956-88.5% | $3,070-88.9% | $5,651-94.0% |