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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 | $9,767 | $54,541-82.1% | $78,778-87.6% | $70,126-86.1% |
| Participation rate | 56.3% | 60.8%-4.5pp | 69.2%-12.9pp | 69.5%-13.3pp |
| Annual return | 29.21% | 21.07%+8.1pp | 35.62%-6.4pp | 73.15%-43.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,430 | $2,210+145.7% | $2,958+83.6% | $3,332+63.0% |
| Admin fee / account holder | $6,393 | $3,709+72.4% | $5,134+24.5% | $4,645+37.6% |