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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 | $6,577 | $68,880-90.5% | $120,580-94.5% | $80,959-91.9% |
| Participation rate | 65.9% | 61.7%+4.2pp | 72.0%-6.0pp | 67.7%-1.8pp |
| Annual return | 13.41% | 23.68%-10.3pp | 107.48%-94.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,168 | $2,066-43.5% | $3,469-66.3% | $2,757-57.6% |
| Participant deferral / active EE | $2,503 | $3,191-21.5% | $4,995-49.9% | $4,300-41.8% |
| Admin fee / account holder | $1,073 | $5,785-81.4% | $9,418-88.6% | $6,925-84.5% |