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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 | $14,505 | $58,493-75.2% | $84,023-82.7% | $72,976-80.1% |
| Participation rate | 61.6% | 61.2%+0.4pp | 69.0%-7.4pp | 69.5%-7.8pp |
| Annual return | 22.34% | 28.93%-6.6pp | 71.32%-49.0pp | 81.02%-58.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,240 | $2,394-48.2% | $3,239-61.7% | $3,608-65.6% |
| Admin fee / account holder | $3,541 | $4,569-22.5% | $6,102-42.0% | $5,124-30.9% |