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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 | $2,611 | $45,312-94.2% | $86,233-97.0% | $67,986-96.2% |
| Participation rate | 50.6% | 42.4%+8.2pp | 69.0%-18.4pp | 57.2%-6.6pp |
| Annual return | 21.59% | 24.79%-3.2pp | 61.39%-39.8pp | 31.67%-10.1pp |
| Employer contribution / active EE | $202 | $1,160-82.6% | $2,504-91.9% | $2,019-90.0% |
| Participant deferral / active EE | $754 | $2,185-65.5% | $4,559-83.5% | $3,358-77.5% |
| Admin fee / account holder | $651 | $3,295-80.2% | $8,342-92.2% | $3,203-79.7% |