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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 | $21,596 | $67,411-68.0% | $91,004-76.3% | $70,126-69.2% |
| Participation rate | 55.9% | 71.4%-15.5pp | 75.6%-19.7pp | 69.5%-13.7pp |
| Annual return | 20.22% | -40.16%+60.4pp | 4.60%+15.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,045 | $1,786-41.5% | $2,456-57.5% | $2,343-55.4% |
| Participant deferral / active EE | $2,594 | $2,823-8.1% | $3,548-26.9% | $3,332-22.1% |
| Admin fee / account holder | $1,074 | $4,236-74.7% | $5,417-80.2% | $4,645-76.9% |