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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 | $19,963 | $110,083-81.9% | $151,645-86.8% | $68,490-70.9% |
| Participation rate | 68.6% | 84.0%-15.3pp | 87.5%-18.9pp | 67.9%+0.7pp |
| Annual return | 10.32% | -10.12%+20.4pp | 3.34%+7.0pp | -7.85%+18.2pp |
| Employer contribution / active EE | $2,395 | $4,470-46.4% | $6,165-61.2% | $2,597-7.8% |
| Participant deferral / active EE | $6,415 | $6,526-1.7% | $8,363-23.3% | $4,028+59.3% |
| Admin fee / account holder | $2,069 | $7,718-73.2% | $11,614-82.2% | $5,403-61.7% |