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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 | $10,680 | $45,079-76.3% | $69,461-84.6% | $72,983-85.4% |
| Participation rate | 49.0% | 68.5%-19.5pp | 74.6%-25.7pp | 69.5%-20.5pp |
| Annual return | 24.24% | 22.65%+1.6pp | 28.97%-4.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,468 | $2,603-43.6% | $3,536-58.5% | $3,608-59.3% |
| Admin fee / account holder | $1,861 | $3,056-39.1% | $3,840-51.5% | $5,124-63.7% |