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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 | $3,678 | $35,183-89.5% | $73,550-95.0% | $70,126-94.8% |
| Participation rate | 44.3% | 42.9%+1.4pp | 54.9%-10.6pp | 69.5%-25.2pp |
| Annual return | 23.68% | 26.90%-3.2pp | -15.16%+38.8pp | 73.15%-49.5pp |
| Employer contribution / active EE | $185 | $709-73.9% | $1,219-84.8% | $2,343-92.1% |
| Participant deferral / active EE | $997 | $1,220-18.3% | $1,804-44.8% | $3,332-70.1% |
| Admin fee / account holder | $423 | $2,302-81.6% | $2,320-81.7% | $4,645-90.9% |