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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 | $10,843 | $53,596-79.8% | $90,657-88.0% | $64,173-83.1% |
| Participation rate | 44.3% | 64.5%-20.2pp | 74.0%-29.7pp | 69.6%-25.3pp |
| Annual return | -6.62% | 4.41%-11.0pp | 1.89%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $586 | $1,503-61.0% | $2,532-76.8% | $2,381-75.4% |
| Participant deferral / active EE | $1,378 | $2,459-44.0% | $3,424-59.8% | $3,470-60.3% |
| Admin fee / account holder | $1,455 | $3,868-62.4% | $4,994-70.9% | $4,887-70.2% |