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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 | $10,666 | $67,411-84.2% | $91,004-88.3% | $70,126-84.8% |
| Participation rate | 63.1% | 71.4%-8.3pp | 75.6%-12.5pp | 69.5%-6.5pp |
| Annual return | 27.90% | -40.16%+68.1pp | 4.60%+23.3pp | 73.15%-45.2pp |
| Employer contribution / active EE | $1,306 | $1,786-26.9% | $2,456-46.8% | $2,343-44.2% |
| Participant deferral / active EE | $1,999 | $2,823-29.2% | $3,548-43.6% | $3,332-40.0% |
| Admin fee / account holder | $1,567 | $4,236-63.0% | $5,417-71.1% | $4,645-66.3% |