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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 | $4,626 | $36,140-87.2% | $73,658-93.7% | $64,340-92.8% |
| Participation rate | 46.5% | 31.0%+15.5pp | 57.0%-10.5pp | 55.2%-8.8pp |
| Annual return | 19.65% | 21.48%-1.8pp | 29.72%-10.1pp | 24.14%-4.5pp |
| Employer contribution / active EE | $385 | $443-13.0% | $1,032-62.7% | $1,862-79.3% |
| Participant deferral / active EE | $494 | $1,023-51.7% | $2,062-76.0% | $2,980-83.4% |
| Admin fee / account holder | $633 | $2,513-74.8% | $3,357-81.1% | $3,703-82.9% |