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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 | $10,201 | $63,365-83.9% | $91,994-88.9% | $72,975-86.0% |
| Participation rate | 62.3% | 72.5%-10.2pp | 78.6%-16.3pp | 69.5%-7.2pp |
| Annual return | 121.94% | 35.35%+86.6pp | 69.04%+52.9pp | 81.01%+40.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,703 | $4,883-44.6% | $5,924-54.4% | $3,608-25.1% |
| Admin fee / account holder | $476 | $4,670-89.8% | $7,744-93.9% | $5,124-90.7% |