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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 | $4,276 | $37,446-88.6% | $77,513-94.5% | $79,852-94.6% |
| Participation rate | 54.5% | 41.5%+13.0pp | 54.2%+0.4pp | 69.6%-15.1pp |
| Annual return | 19.61% | 39.76%-20.1pp | 54.81%-35.2pp | 31.72%-12.1pp |
| Employer contribution / active EE | $400 | $637-37.3% | $987-59.5% | $2,471-83.8% |
| Participant deferral / active EE | $819 | $1,261-35.0% | $1,861-56.0% | $3,740-78.1% |
| Admin fee / account holder | $604 | $2,506-75.9% | $2,859-78.9% | $5,306-88.6% |