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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 | $2,618 | $36,140-92.8% | $73,658-96.4% | $64,340-95.9% |
| Participation rate | 33.6% | 31.0%+2.6pp | 57.0%-23.4pp | 55.2%-21.6pp |
| Annual return | 17.01% | 21.48%-4.5pp | 29.72%-12.7pp | 24.14%-7.1pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $320 | $1,023-68.7% | $2,062-84.5% | $2,980-89.3% |
| Admin fee / account holder | $6,513 | $2,513+159.2% | $3,357+94.0% | $3,703+75.9% |