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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 | $20,369 | $67,411-69.8% | $91,004-77.6% | $70,126-71.0% |
| Participation rate | 62.7% | 71.4%-8.7pp | 75.6%-12.9pp | 69.5%-6.9pp |
| Annual return | 18.47% | -40.16%+58.6pp | 4.60%+13.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,029 | $1,786-42.4% | $2,456-58.1% | $2,343-56.1% |
| Participant deferral / active EE | $2,056 | $2,823-27.1% | $3,548-42.0% | $3,332-38.3% |
| Admin fee / account holder | $1,404 | $4,236-66.9% | $5,417-74.1% | $4,645-69.8% |