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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 | $41,824-93.2% | $136,833-97.9% | $69,733-95.9% |
| Participation rate | 65.2% | 29.3%+35.9pp | 59.0%+6.2pp | 62.5%+2.7pp |
| Annual return | 23.40% | 13.53%+9.9pp | 35.32%-11.9pp | 15.22%+8.2pp |
| Employer contribution / active EE | $280 | $494-43.2% | $1,319-78.7% | $2,250-87.5% |
| Participant deferral / active EE | $581 | $1,105-47.4% | $2,441-76.2% | $3,054-81.0% |
| Admin fee / account holder | $375 | $2,895-87.1% | $4,706-92.0% | $3,102-87.9% |