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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 | $8,079 | $64,324-87.4% | $118,946-93.2% | $79,852-89.9% |
| Participation rate | 66.7% | 64.9%+1.8pp | 75.4%-8.7pp | 69.6%-3.0pp |
| Annual return | 18.43% | 86.45%-68.0pp | 35.89%-17.5pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,975 | $2,824-30.0% | $4,266-53.7% | $3,740-47.2% |
| Admin fee / account holder | $541 | $4,040-86.6% | $6,581-91.8% | $5,306-89.8% |