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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 | $11,091 | $43,075-74.3% | $74,577-85.1% | $62,881-82.4% |
| Participation rate | 43.8% | 58.1%-14.2pp | 68.1%-24.3pp | 69.3%-25.5pp |
| Annual return | 19.60% | 17.50%+2.1pp | 20.47%-0.9pp | 20.14%-0.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $912 | $2,389-61.8% | $3,458-73.6% | $3,203-71.5% |
| Admin fee / account holder | $1,326 | $2,840-53.3% | $4,138-68.0% | $4,296-69.1% |