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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 | $12,579 | $69,444-81.9% | $92,985-86.5% | $87,485-85.6% |
| Participation rate | 31.8% | 63.3%-31.5pp | 69.5%-37.7pp | 68.9%-37.1pp |
| Annual return | 24.58% | 23.85%+0.7pp | 27.99%-3.4pp | 26.06%-1.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,643 | $3,364-51.2% | $4,377-62.5% | $4,274-61.6% |
| Admin fee / account holder | $2,397 | $6,137-60.9% | $9,463-74.7% | $7,775-69.2% |