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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 | $19,773 | $67,411-70.7% | $91,004-78.3% | $70,124-71.8% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 20.73% | -40.16%+60.9pp | 4.60%+16.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $660 | $1,786-63.1% | $2,456-73.1% | $2,342-71.8% |
| Participant deferral / active EE | $1,731 | $2,823-38.7% | $3,548-51.2% | $3,332-48.1% |
| Admin fee / account holder | $319 | $4,236-92.5% | $5,417-94.1% | $4,645-93.1% |