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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 | $10,808 | $54,541-80.2% | $78,778-86.3% | $70,126-84.6% |
| Participation rate | 61.8% | 60.8%+1.0pp | 69.2%-7.4pp | 69.5%-7.7pp |
| Annual return | 20.20% | 21.07%-0.9pp | 35.62%-15.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,910 | $2,210-13.6% | $2,958-35.4% | $3,332-42.7% |
| Admin fee / account holder | $575 | $3,709-84.5% | $5,134-88.8% | $4,645-87.6% |