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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 | $9,487 | $43,344-78.1% | $59,899-84.2% | $64,173-85.2% |
| Participation rate | 64.9% | 69.2%-4.3pp | 74.7%-9.8pp | 69.6%-4.7pp |
| Annual return | 7.48% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,716 | $2,547+6.6% | $3,402-20.2% | $3,470-21.7% |
| Admin fee / account holder | $2,773 | $3,008-7.8% | $3,592-22.8% | $4,887-43.3% |