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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 | $11,578 | $94,436-87.7% | $115,599-90.0% | $82,637-86.0% |
| Participation rate | 46.7% | 70.4%-23.8pp | 74.3%-27.6pp | 68.1%-21.4pp |
| Annual return | 20.78% | 18.37%+2.4pp | 111.10%-90.3pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,948 | $3,955-50.8% | $4,889-60.2% | $4,126-52.8% |
| Admin fee / account holder | $2,860 | $10,328-72.3% | $12,841-77.7% | $7,339-61.0% |