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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 | $24,932 | $69,977-64.4% | $108,582-77.0% | $62,881-60.3% |
| Participation rate | 68.9% | 72.9%-4.0pp | 79.6%-10.7pp | 69.3%-0.5pp |
| Annual return | 6.73% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,652 | $2,135-22.6% | $3,758-56.1% | $2,281-27.6% |
| Participant deferral / active EE | $4,919 | $3,165+55.4% | $4,311+14.1% | $3,203+53.6% |
| Admin fee / account holder | $7,931 | $5,076+56.2% | $7,645+3.7% | $4,296+84.6% |