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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 | $17,669 | $67,411-73.8% | $91,004-80.6% | $70,126-74.8% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 21.85% | -40.16%+62.0pp | 4.60%+17.2pp | 73.15%-51.3pp |
| Employer contribution / active EE | $800 | $1,786-55.2% | $2,456-67.4% | $2,343-65.8% |
| Participant deferral / active EE | $1,700 | $2,823-39.8% | $3,548-52.1% | $3,332-49.0% |
| Admin fee / account holder | $399 | $4,236-90.6% | $5,417-92.6% | $4,645-91.4% |