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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 | $10,074 | $67,411-85.1% | $91,004-88.9% | $70,126-85.6% |
| Participation rate | 47.7% | 71.4%-23.7pp | 75.6%-27.9pp | 69.5%-21.9pp |
| Annual return | 19.05% | -40.16%+59.2pp | 4.60%+14.5pp | 73.15%-54.1pp |
| Employer contribution / active EE | $969 | $1,786-45.7% | $2,456-60.5% | $2,343-58.6% |
| Participant deferral / active EE | $1,946 | $2,823-31.0% | $3,548-45.1% | $3,332-41.6% |
| Admin fee / account holder | $1,058 | $4,236-75.0% | $5,417-80.5% | $4,645-77.2% |