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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 | $3,634 | $56,110-93.5% | $94,993-96.2% | $70,126-94.8% |
| Participation rate | 68.8% | 65.0%+3.8pp | 73.9%-5.1pp | 69.5%-0.7pp |
| Annual return | 54.14% | 51.02%+3.1pp | 27.14%+27.0pp | 73.15%-19.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,580 | $2,391+7.9% | $3,317-22.2% | $3,332-22.6% |
| Admin fee / account holder | $431 | $3,456-87.5% | $4,960-91.3% | $4,645-90.7% |