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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 | $9,201 | $72,486-87.3% | $87,103-89.4% | $72,976-87.4% |
| Participation rate | 65.3% | 72.8%-7.5pp | 76.9%-11.6pp | 69.5%-4.2pp |
| Annual return | 25.46% | 24.46%+1.0pp | 28.19%-2.7pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,186 | $3,270-33.1% | $4,049-46.0% | $3,608-39.4% |
| Admin fee / account holder | $355 | $5,055-93.0% | $7,491-95.3% | $5,124-93.1% |