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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 | $11,082 | $58,493-81.1% | $84,021-86.8% | $72,975-84.8% |
| Participation rate | 51.9% | 61.2%-9.3pp | 69.0%-17.1pp | 69.5%-17.6pp |
| Annual return | 155.92% | 28.93%+127.0pp | 71.32%+84.6pp | 81.01%+74.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,034 | $2,394+68.5% | $3,239+24.6% | $3,608+11.8% |
| Admin fee / account holder | $666 | $4,569-85.4% | $6,102-89.1% | $5,124-87.0% |