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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 | $12,000 | $50,947-76.4% | $74,551-83.9% | $64,173-81.3% |
| Participation rate | 42.7% | 61.1%-18.4pp | 69.1%-26.5pp | 69.6%-26.9pp |
| Annual return | -6.20% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $422 | $1,115-62.1% | $1,961-78.5% | $2,381-82.3% |
| Participant deferral / active EE | $1,112 | $2,302-51.7% | $3,108-64.2% | $3,470-68.0% |
| Admin fee / account holder | $513 | $4,221-87.8% | $5,059-89.9% | $4,887-89.5% |