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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 | $5,171 | $45,872-88.7% | $77,081-93.3% | $68,495-92.5% |
| Participation rate | 58.1% | 55.9%+2.1pp | 67.9%-9.9pp | 67.9%-9.8pp |
| Annual return | -16.61% | 1.73%-18.3pp | 42.33%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $318 | $1,650-80.7% | $2,813-88.7% | $2,596-87.7% |
| Participant deferral / active EE | $953 | $2,963-67.8% | $4,428-78.5% | $4,028-76.3% |
| Admin fee / account holder | $577 | $3,041-81.0% | $5,427-89.4% | $5,403-89.3% |