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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 | $20,072 | $67,411-70.2% | $91,004-77.9% | $70,126-71.4% |
| Participation rate | 27.6% | 71.4%-43.8pp | 75.6%-48.0pp | 69.5%-42.0pp |
| Annual return | 21.23% | -40.16%+61.4pp | 4.60%+16.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $493 | $1,786-72.4% | $2,456-79.9% | $2,343-78.9% |
| Participant deferral / active EE | $2,217 | $2,823-21.5% | $3,548-37.5% | $3,332-33.5% |
| Admin fee / account holder | $3,694 | $4,236-12.8% | $5,417-31.8% | $4,645-20.5% |