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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 | $3,868 | $48,364-92.0% | $71,796-94.6% | $62,881-93.8% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 9.60% | 13.16%-3.6pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $601 | $1,042-42.3% | $1,924-68.8% | $2,281-73.7% |
| Participant deferral / active EE | $1,338 | $2,091-36.0% | $2,794-52.1% | $3,203-58.2% |
| Admin fee / account holder | $407 | $3,771-89.2% | $4,815-91.6% | $4,296-90.5% |