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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 | $5,553 | $32,117-82.7% | $71,086-92.2% | $64,173-91.3% |
| Participation rate | 48.6% | 42.7%+5.9pp | 54.7%-6.1pp | 69.6%-21.0pp |
| Annual return | -8.41% | -5.57%-2.8pp | 650.59%-659.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $421 | $712-40.9% | $1,088-61.3% | $2,381-82.3% |
| Participant deferral / active EE | $915 | $1,263-27.6% | $1,874-51.2% | $3,470-73.6% |
| Admin fee / account holder | $399 | $2,759-85.5% | $3,082-87.0% | $4,887-91.8% |