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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 | $8,666 | $54,757-84.2% | $90,300-90.4% | $72,983-88.1% |
| Participation rate | 60.5% | 65.1%-4.7pp | 73.3%-12.8pp | 69.5%-9.0pp |
| Annual return | 30.95% | 30.63%+0.3pp | 78.11%-47.2pp | 81.01%-50.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,803 | $2,887-37.6% | $3,884-53.6% | $3,608-50.0% |
| Admin fee / account holder | $920 | $3,972-76.8% | $5,353-82.8% | $5,124-82.0% |