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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 | $6,944 | $72,012-90.4% | $185,808-96.3% | $79,860-91.3% |
| Participation rate | 61.0% | 65.8%-4.8pp | 78.0%-17.1pp | 69.6%-8.7pp |
| Annual return | 31.05% | 23.12%+7.9pp | 35.95%-4.9pp | 31.72%-0.7pp |
| Employer contribution / active EE | $568 | $1,965-71.1% | $4,086-86.1% | $2,471-77.0% |
| Participant deferral / active EE | $2,443 | $3,779-35.4% | $5,632-56.6% | $3,740-34.7% |
| Admin fee / account holder | $698 | $4,513-84.5% | $9,501-92.7% | $5,306-86.9% |