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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 | $17,644 | $67,411-73.8% | $91,004-80.6% | $70,126-74.8% |
| Participation rate | 51.8% | 71.4%-19.6pp | 75.6%-23.8pp | 69.5%-17.7pp |
| Annual return | 15.72% | -40.16%+55.9pp | 4.60%+11.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $539 | $1,786-69.8% | $2,456-78.1% | $2,343-77.0% |
| Participant deferral / active EE | $1,909 | $2,823-32.4% | $3,548-46.2% | $3,332-42.7% |
| Admin fee / account holder | $1,078 | $4,236-74.6% | $5,417-80.1% | $4,645-76.8% |