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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 | $8,516 | $46,877-81.8% | $122,354-93.0% | $70,126-87.9% |
| Participation rate | 61.0% | 58.2%+2.8pp | 71.6%-10.7pp | 69.5%-8.6pp |
| Annual return | 18.48% | 24.22%-5.7pp | 30.28%-11.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,349 | $2,167-37.7% | $3,287-58.9% | $3,332-59.5% |
| Admin fee / account holder | $1,099 | $3,324-66.9% | $5,479-79.9% | $4,645-76.3% |