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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 | $1,491 | $35,183-95.8% | $73,550-98.0% | $70,126-97.9% |
| Participation rate | 41.1% | 42.9%-1.9pp | 54.9%-13.9pp | 69.5%-28.5pp |
| Annual return | 28.84% | 26.90%+1.9pp | -15.16%+44.0pp | 73.15%-44.3pp |
| Employer contribution / active EE | $255 | $709-64.1% | $1,219-79.1% | $2,343-89.1% |
| Participant deferral / active EE | $362 | $1,220-70.4% | $1,804-80.0% | $3,332-89.1% |
| Admin fee / account holder | $346 | $2,302-85.0% | $2,320-85.1% | $4,645-92.6% |