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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 | $11,083 | $45,082-75.4% | $69,464-84.0% | $72,975-84.8% |
| Participation rate | 38.6% | 68.5%-29.9pp | 74.6%-36.0pp | 69.5%-30.9pp |
| Annual return | 25.83% | 22.66%+3.2pp | 28.98%-3.1pp | 81.01%-55.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,623 | $2,604+0.7% | $3,536-25.8% | $3,608-27.3% |
| Admin fee / account holder | $2,680 | $3,057-12.3% | $3,840-30.2% | $5,124-47.7% |