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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 | $9,395 | $55,713-83.1% | $75,894-87.6% | $72,983-87.1% |
| Participation rate | 63.5% | 61.1%+2.4pp | 69.3%-5.8pp | 69.5%-6.0pp |
| Annual return | 30.56% | 27.60%+3.0pp | 30.76%-0.2pp | 81.01%-50.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,937 | $2,634+11.5% | $3,603-18.5% | $3,608-18.6% |
| Admin fee / account holder | $499 | $3,980-87.5% | $5,420-90.8% | $5,124-90.3% |