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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 | $20,892 | $67,411-69.0% | $91,004-77.0% | $70,126-70.2% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 29.53% | -40.16%+69.7pp | 4.60%+24.9pp | 73.15%-43.6pp |
| Employer contribution / active EE | $1,048 | $1,786-41.3% | $2,456-57.3% | $2,343-55.3% |
| Participant deferral / active EE | $1,609 | $2,823-43.0% | $3,548-54.6% | $3,332-51.7% |
| Admin fee / account holder | $1,150 | $4,236-72.9% | $5,417-78.8% | $4,645-75.2% |