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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 | $6,615 | $43,496-84.8% | $161,489-95.9% | $64,340-89.7% |
| Participation rate | 52.3% | 53.5%-1.2pp | 78.7%-26.4pp | 55.2%-3.0pp |
| Annual return | 22.31% | 20.76%+1.5pp | 89.72%-67.4pp | 24.14%-1.8pp |
| Employer contribution / active EE | $588 | $1,431-58.9% | $4,268-86.2% | $1,862-68.4% |
| Participant deferral / active EE | $1,222 | $1,996-38.8% | $5,630-78.3% | $2,980-59.0% |
| Admin fee / account holder | $328 | $2,330-85.9% | $16,006-97.9% | $3,703-91.1% |