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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 | $2,502 | $35,183-92.9% | $73,550-96.6% | $70,126-96.4% |
| Participation rate | 46.2% | 42.9%+3.2pp | 54.9%-8.8pp | 69.5%-23.4pp |
| Annual return | 23.38% | 26.90%-3.5pp | -15.16%+38.5pp | 73.15%-49.8pp |
| Employer contribution / active EE | $221 | $709-68.9% | $1,219-81.9% | $2,343-90.6% |
| Participant deferral / active EE | $546 | $1,220-55.2% | $1,804-69.7% | $3,332-83.6% |
| Admin fee / account holder | $443 | $2,302-80.7% | $2,320-80.9% | $4,645-90.5% |