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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 | $3,645 | $37,446-90.3% | $77,513-95.3% | $79,852-95.4% |
| Participation rate | 69.2% | 41.5%+27.7pp | 54.2%+15.0pp | 69.6%-0.4pp |
| Annual return | 21.34% | 39.76%-18.4pp | 54.81%-33.5pp | 31.72%-10.4pp |
| Employer contribution / active EE | $312 | $637-51.0% | $987-68.3% | $2,471-87.4% |
| Participant deferral / active EE | $656 | $1,261-48.0% | $1,861-64.8% | $3,740-82.5% |
| Admin fee / account holder | $316 | $2,506-87.4% | $2,859-88.9% | $5,306-94.0% |