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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 | $8,015 | $45,082-82.2% | $69,464-88.5% | $72,975-89.0% |
| Participation rate | 18.5% | 68.5%-50.0pp | 74.6%-56.1pp | 69.5%-51.0pp |
| Annual return | 26.11% | 22.66%+3.5pp | 28.98%-2.9pp | 81.01%-54.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,385 | $2,604-46.8% | $3,536-60.8% | $3,608-61.6% |
| Admin fee / account holder | $361 | $3,057-88.2% | $3,840-90.6% | $5,124-92.9% |