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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 | $23,322 | $67,411-65.4% | $91,004-74.4% | $70,126-66.7% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 15.17% | -40.16%+55.3pp | 4.60%+10.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,326 | $1,786-25.7% | $2,456-46.0% | $2,343-43.4% |
| Participant deferral / active EE | $2,792 | $2,823-1.1% | $3,548-21.3% | $3,332-16.2% |
| Admin fee / account holder | $1,062 | $4,236-74.9% | $5,417-80.4% | $4,645-77.1% |