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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 | $11,676 | $76,834-84.8% | $108,359-89.2% | $87,485-86.7% |
| Participation rate | 64.0% | 61.7%+2.3pp | 70.1%-6.1pp | 68.9%-4.9pp |
| Annual return | 17.07% | 19.09%-2.0pp | 36.89%-19.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,898 | $3,100-38.8% | $4,137-54.1% | $4,274-55.6% |
| Admin fee / account holder | $779 | $6,537-88.1% | $9,741-92.0% | $7,775-90.0% |