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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 | $19,643 | $69,977-71.9% | $108,582-81.9% | $62,881-68.8% |
| Participation rate | 57.9% | 72.9%-15.0pp | 79.6%-21.7pp | 69.3%-11.4pp |
| Annual return | 11.78% | 10.73%+1.1pp | -51.70%+63.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,209 | $2,135-43.4% | $3,758-67.8% | $2,281-47.0% |
| Participant deferral / active EE | $2,364 | $3,165-25.3% | $4,311-45.2% | $3,203-26.2% |
| Admin fee / account holder | $1,394 | $5,076-72.5% | $7,645-81.8% | $4,296-67.5% |