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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 | $7,805 | $82,523-90.5% | $115,752-93.3% | $70,126-88.9% |
| Participation rate | 62.4% | 74.0%-11.6pp | 77.8%-15.4pp | 69.5%-7.2pp |
| Annual return | 20.71% | 28.22%-7.5pp | 19.41%+1.3pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,055 | $4,062-49.4% | $5,204-60.5% | $3,332-38.3% |
| Admin fee / account holder | $305 | $4,552-93.3% | $6,278-95.1% | $4,645-93.4% |