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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 | $5,672 | $73,839-92.3% | $143,788-96.1% | $68,495-91.7% |
| Participation rate | 47.5% | 66.7%-19.2pp | 80.3%-32.8pp | 67.9%-20.4pp |
| Annual return | -19.08% | 1.01%-20.1pp | -0.03%-19.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $485 | $3,184-84.8% | $4,952-90.2% | $2,596-81.3% |
| Participant deferral / active EE | $1,162 | $3,384-65.7% | $5,638-79.4% | $4,028-71.1% |
| Admin fee / account holder | $408 | $5,755-92.9% | $14,675-97.2% | $5,403-92.5% |