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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 | $67,894-83.1% | $89,340-87.1% | $82,448-86.1% |
| Participation rate | 68.9% | 64.0%+4.8pp | 69.6%-0.7pp | 68.1%+0.8pp |
| Annual return | 17.88% | 19.21%-1.3pp | 20.57%-2.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,751 | $3,072-43.0% | $3,823-54.2% | $4,139-57.7% |
| Admin fee / account holder | $329 | $5,723-94.3% | $6,704-95.1% | $7,234-95.5% |