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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 | $16,570 | $93,346-82.2% | $71,796-76.9% | $273,972-94.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 69.1%-4.4pp | 83.0%-18.3pp |
| Annual return | 10.47% | 130.39%-119.9pp | 78.04%-67.6pp | 41.46%-31.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,296 | $3,475-62.7% | $2,794-53.6% | $5,287-75.5% |
| Admin fee / account holder | $7,841 | $6,571+19.3% | $4,815+62.8% | $10,133-22.6% |