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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 | $24,945 | $69,977-64.4% | $108,582-77.0% | $62,881-60.3% |
| Participation rate | 64.3% | 72.9%-8.6pp | 79.6%-15.3pp | 69.3%-5.0pp |
| Annual return | 6.51% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,751 | $2,135-18.0% | $3,758-53.4% | $2,281-23.2% |
| Participant deferral / active EE | $2,694 | $3,165-14.9% | $4,311-37.5% | $3,203-15.9% |
| Admin fee / account holder | $318 | $5,076-93.7% | $7,645-95.8% | $4,296-92.6% |