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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 | $4,732 | $71,208-93.4% | $93,681-94.9% | $80,911-94.2% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.6%-6.1pp |
| Annual return | 10.96% | 11.27%-0.3pp | 133.47%-122.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $813 | $1,564-48.0% | $2,422-66.4% | $2,756-70.5% |
| Participant deferral / active EE | $1,751 | $4,035-56.6% | $4,415-60.3% | $4,297-59.2% |
| Admin fee / account holder | $694 | $6,951-90.0% | $8,290-91.6% | $6,935-90.0% |