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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 | $6,422 | $64,719-90.1% | $112,249-94.3% | $68,486-90.6% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -3.33% | -11.40%+8.1pp | 27.48%-30.8pp | -7.85%+4.5pp |
| Employer contribution / active EE | $3,529 | $2,747+28.5% | $3,636-2.9% | $2,597+35.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,127 | $5,232-59.3% | $6,412-66.8% | $5,404-60.6% |