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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 | $23,570 | $67,411-65.0% | $91,004-74.1% | $70,126-66.4% |
| Participation rate | 66.2% | 71.4%-5.2pp | 75.6%-9.4pp | 69.5%-3.4pp |
| Annual return | 16.51% | -40.16%+56.7pp | 4.60%+11.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $429 | $1,786-76.0% | $2,456-82.5% | $2,343-81.7% |
| Participant deferral / active EE | $1,253 | $2,823-55.6% | $3,548-64.7% | $3,332-62.4% |
| Admin fee / account holder | $2,140 | $4,236-49.5% | $5,417-60.5% | $4,645-53.9% |