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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 | $5,454 | $35,183-84.5% | $73,550-92.6% | $70,126-92.2% |
| Participation rate | 64.3% | 42.9%+21.4pp | 54.9%+9.4pp | 69.5%-5.3pp |
| Annual return | 23.67% | 26.90%-3.2pp | -15.16%+38.8pp | 73.15%-49.5pp |
| Employer contribution / active EE | $535 | $709-24.5% | $1,219-56.1% | $2,343-77.2% |
| Participant deferral / active EE | $693 | $1,220-43.2% | $1,804-61.6% | $3,332-79.2% |
| Admin fee / account holder | $861 | $2,302-62.6% | $2,320-62.9% | $4,645-81.5% |