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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 | $36,844-87.4% | $83,854-94.5% | $65,306-92.9% |
| Participation rate | 46.5% | 29.2%+17.3pp | 59.1%-12.6pp | 57.7%-11.2pp |
| Annual return | 19.65% | 22.28%-2.6pp | 31.39%-11.7pp | 21.94%-2.3pp |
| Employer contribution / active EE | $385 | $415-7.1% | $1,017-62.1% | $1,967-80.4% |
| Participant deferral / active EE | $494 | $1,040-52.5% | $2,035-75.7% | $2,959-83.3% |
| Admin fee / account holder | $633 | $2,546-75.1% | $3,197-80.2% | $3,480-81.8% |