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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 | $17,584 | $69,977-74.9% | $108,582-83.8% | $62,881-72.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 8.25% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,348 | $2,135-36.8% | $3,758-64.1% | $2,281-40.9% |
| Participant deferral / active EE | $4,442 | $3,165+40.3% | $4,311+3.0% | $3,203+38.7% |
| Admin fee / account holder | $1,277 | $5,076-74.9% | $7,645-83.3% | $4,296-70.3% |