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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 | $2,835 | $36,140-92.2% | $73,658-96.2% | $64,340-95.6% |
| Participation rate | 65.2% | 31.0%+34.2pp | 57.0%+8.1pp | 55.2%+9.9pp |
| Annual return | 23.40% | 21.48%+1.9pp | 29.72%-6.3pp | 24.14%-0.7pp |
| Employer contribution / active EE | $280 | $443-36.7% | $1,032-72.8% | $1,862-84.9% |
| Participant deferral / active EE | $581 | $1,023-43.2% | $2,062-71.8% | $2,980-80.5% |
| Admin fee / account holder | $375 | $2,513-85.1% | $3,357-88.8% | $3,703-89.9% |