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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 | $2,031 | $35,183-94.2% | $73,550-97.2% | $70,126-97.1% |
| Participation rate | 24.1% | 42.9%-18.8pp | 54.9%-30.8pp | 69.5%-45.4pp |
| Annual return | 14.35% | 26.90%-12.6pp | -15.16%+29.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $408 | $1,220-66.5% | $1,804-77.4% | $3,332-87.7% |
| Admin fee / account holder | $648 | $2,302-71.9% | $2,320-72.1% | $4,645-86.1% |