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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 | $16,387 | $67,411-75.7% | $91,004-82.0% | $70,124-76.6% |
| Participation rate | 64.7% | 71.4%-6.7pp | 75.6%-10.9pp | 69.5%-4.8pp |
| Annual return | 17.21% | -40.16%+57.4pp | 4.60%+12.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $778 | $1,786-56.4% | $2,456-68.3% | $2,342-66.8% |
| Participant deferral / active EE | $2,546 | $2,823-9.8% | $3,548-28.2% | $3,332-23.6% |
| Admin fee / account holder | $4,485 | $4,236+5.9% | $5,417-17.2% | $4,645-3.5% |