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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 | $23,279 | $67,411-65.5% | $91,004-74.4% | $70,126-66.8% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 15.38% | -40.16%+55.5pp | 4.60%+10.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $682 | $1,786-61.8% | $2,456-72.2% | $2,343-70.9% |
| Participant deferral / active EE | $1,799 | $2,823-36.3% | $3,548-49.3% | $3,332-46.0% |
| Admin fee / account holder | $1,051 | $4,236-75.2% | $5,417-80.6% | $4,645-77.4% |