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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 | $3,045 | $48,118-93.7% | $136,833-97.8% | $94,015-96.8% |
| Participation rate | 56.8% | 47.4%+9.4pp | 59.0%-2.3pp | 70.8%-14.1pp |
| Annual return | 25.10% | 14.65%+10.4pp | 35.32%-10.2pp | 17.84%+7.3pp |
| Employer contribution / active EE | $301 | $821-63.3% | $1,319-77.1% | $2,790-89.2% |
| Participant deferral / active EE | $629 | $1,651-61.9% | $2,441-74.2% | $4,249-85.2% |
| Admin fee / account holder | $535 | $3,059-82.5% | $4,706-88.6% | $8,951-94.0% |