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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 | $7,558 | $52,580-85.6% | $71,671-89.5% | $70,126-89.2% |
| Participation rate | 51.4% | 60.9%-9.4pp | 68.7%-17.3pp | 69.5%-18.1pp |
| Annual return | 28.32% | 20.25%+8.1pp | 20.65%+7.7pp | 73.15%-44.8pp |
| Employer contribution / active EE | $607 | $1,616-62.4% | $2,460-75.3% | $2,343-74.1% |
| Participant deferral / active EE | $1,717 | $2,386-28.1% | $3,438-50.1% | $3,332-48.5% |
| Admin fee / account holder | $349 | $3,653-90.4% | $5,558-93.7% | $4,645-92.5% |