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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 | $18,859 | $69,977-73.1% | $108,582-82.6% | $62,881-70.0% |
| Participation rate | 55.9% | 72.9%-17.0pp | 79.6%-23.7pp | 69.3%-13.4pp |
| Annual return | 10.88% | 10.73%+0.1pp | -51.70%+62.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,039 | $2,135-51.4% | $3,758-72.4% | $2,281-54.5% |
| Participant deferral / active EE | $2,480 | $3,165-21.6% | $4,311-42.5% | $3,203-22.6% |
| Admin fee / account holder | $922 | $5,076-81.8% | $7,645-87.9% | $4,296-78.5% |