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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 | $7,205 | $50,554-85.7% | $67,681-89.4% | $87,485-91.8% |
| Participation rate | 54.5% | 67.7%-13.2pp | 73.7%-19.2pp | 68.9%-14.4pp |
| Annual return | 20.86% | 17.81%+3.0pp | 590.58%-569.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $633 | $1,988-68.2% | $2,678-76.4% | $2,596-75.6% |
| Participant deferral / active EE | $1,023 | $2,961-65.5% | $3,976-74.3% | $4,274-76.1% |
| Admin fee / account holder | $790 | $4,132-80.9% | $6,100-87.1% | $7,775-89.8% |