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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 | $44,746-83.7% | $88,179-91.8% | $64,097-88.7% |
| Participation rate | 41.1% | 39.8%+1.3pp | 69.1%-28.0pp | 55.2%-14.1pp |
| Annual return | 22.17% | 24.70%-2.5pp | 64.97%-42.8pp | 34.64%-12.5pp |
| Employer contribution / active EE | $282 | $1,078-73.8% | $2,549-88.9% | $1,891-85.1% |
| Participant deferral / active EE | $902 | $2,072-56.5% | $4,614-80.5% | $3,080-70.7% |
| Admin fee / account holder | $1,214 | $3,437-64.7% | $7,673-84.2% | $3,454-64.9% |