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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 | $12,387 | $67,602-81.7% | $82,312-85.0% | $70,126-82.3% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 31.33% | 21.57%+9.8pp | 25.88%+5.5pp | 73.15%-41.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,658 | $2,987-11.0% | $3,706-28.3% | $3,332-20.2% |
| Admin fee / account holder | $742 | $4,512-83.5% | $5,608-86.8% | $4,645-84.0% |