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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 | $10,164 | $62,549-83.8% | $85,705-88.1% | $85,851-88.2% |
| Participation rate | 62.7% | 61.1%+1.6pp | 69.9%-7.1pp | 69.3%-6.6pp |
| Annual return | 15.47% | 23.77%-8.3pp | 21.49%-6.0pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,371 | $2,802-51.1% | $3,924-65.1% | $3,952-65.3% |
| Admin fee / account holder | $805 | $4,644-82.7% | $6,877-88.3% | $6,261-87.1% |