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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 | $6,379 | $57,061-88.8% | $85,063-92.5% | $80,911-92.1% |
| Participation rate | 67.9% | 56.3%+11.5pp | 67.5%+0.4pp | 67.6%+0.2pp |
| Annual return | 15.67% | 21.66%-6.0pp | 66.54%-50.9pp | 35.63%-20.0pp |
| Employer contribution / active EE | $1,063 | $1,799-40.9% | $2,727-61.0% | $2,756-61.4% |
| Participant deferral / active EE | $1,463 | $3,110-53.0% | $4,523-67.6% | $4,297-65.9% |
| Admin fee / account holder | $633 | $4,986-87.3% | $6,155-89.7% | $6,935-90.9% |