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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 | $2,364 | $36,948-93.6% | $73,658-96.8% | $87,485-97.3% |
| Participation rate | 45.9% | 46.8%-0.9pp | 57.0%-11.1pp | 68.9%-23.0pp |
| Annual return | 19.91% | 28.64%-8.7pp | 29.72%-9.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $222 | $670-66.8% | $1,032-78.5% | $2,596-91.4% |
| Participant deferral / active EE | $425 | $1,379-69.2% | $2,062-79.4% | $4,274-90.1% |
| Admin fee / account holder | $400 | $2,531-84.2% | $3,357-88.1% | $7,775-94.9% |