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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 | $10,428 | $53,596-80.5% | $90,657-88.5% | $64,173-83.8% |
| Participation rate | 65.5% | 64.5%+1.0pp | 74.0%-8.5pp | 69.6%-4.1pp |
| Annual return | 8.58% | 4.41%+4.2pp | 1.89%+6.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,128 | $2,459+67.9% | $3,424+20.6% | $3,470+19.0% |
| Admin fee / account holder | $1,890 | $3,868-51.1% | $4,994-62.2% | $4,887-61.3% |