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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 | $11,495 | $86,330-86.7% | $121,871-90.6% | $94,015-87.8% |
| Participation rate | 68.9% | 66.7%+2.2pp | 73.2%-4.3pp | 70.8%-1.9pp |
| Annual return | 17.88% | 14.95%+2.9pp | 13.57%+4.3pp | 17.84%0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,751 | $3,146-44.4% | $4,318-59.5% | $4,249-58.8% |
| Admin fee / account holder | $329 | $7,346-95.5% | $11,551-97.2% | $8,951-96.3% |