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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 | $7,274 | $54,297-86.6% | $97,032-92.5% | $65,306-88.9% |
| Participation rate | 41.1% | 42.3%-1.2pp | 71.6%-30.4pp | 57.7%-16.5pp |
| Annual return | 22.17% | 21.17%+1.0pp | 35.38%-13.2pp | 21.94%+0.2pp |
| Employer contribution / active EE | $282 | $1,365-79.3% | $2,629-89.3% | $1,967-85.6% |
| Participant deferral / active EE | $902 | $2,259-60.1% | $4,672-80.7% | $2,959-69.5% |
| Admin fee / account holder | $1,214 | $3,744-67.6% | $9,418-87.1% | $3,480-65.1% |