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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 | $25,964 | $69,977-62.9% | $108,579-76.1% | $62,891-58.7% |
| Participation rate | 58.6% | 72.9%-14.3pp | 79.6%-21.0pp | 69.3%-10.7pp |
| Annual return | 5.29% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $811 | $2,135-62.0% | $3,758-78.4% | $2,281-64.4% |
| Participant deferral / active EE | $2,999 | $3,165-5.2% | $4,311-30.4% | $3,203-6.4% |
| Admin fee / account holder | $1,990 | $5,076-60.8% | $7,645-74.0% | $4,296-53.7% |