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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 | $11,063 | $67,411-83.6% | $91,004-87.8% | $70,126-84.2% |
| Participation rate | 64.7% | 71.4%-6.7pp | 75.6%-10.9pp | 69.5%-4.8pp |
| Annual return | 16.33% | -40.16%+56.5pp | 4.60%+11.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,326 | $1,786-25.8% | $2,456-46.0% | $2,343-43.4% |
| Participant deferral / active EE | $2,082 | $2,823-26.2% | $3,548-41.3% | $3,332-37.5% |
| Admin fee / account holder | $2,066 | $4,236-51.2% | $5,417-61.9% | $4,645-55.5% |