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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 | $7,019 | $81,276-91.4% | $155,574-95.5% | $80,925-91.3% |
| Participation rate | 69.4% | 66.2%+3.2pp | 78.2%-8.8pp | 67.7%+1.8pp |
| Annual return | 13.93% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $871 | $3,103-71.9% | $4,676-81.4% | $2,756-68.4% |
| Participant deferral / active EE | $2,667 | $3,453-22.8% | $5,629-52.6% | $4,299-37.9% |
| Admin fee / account holder | $1,026 | $7,993-87.2% | $15,914-93.6% | $6,940-85.2% |