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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 | $10,715 | $56,054-80.9% | $171,082-93.7% | $62,881-83.0% |
| Participation rate | 61.5% | 62.9%-1.3pp | 76.7%-15.2pp | 69.3%-7.8pp |
| Annual return | 7.83% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,853 | $3,158-41.3% | $4,797-61.4% | $3,203-42.1% |
| Admin fee / account holder | $704 | $3,647-80.7% | $8,520-91.7% | $4,296-83.6% |