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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 | $5,881 | $50,947-88.5% | $74,549-92.1% | $64,173-90.8% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.1%-30.4pp | 69.6%-30.9pp |
| Annual return | -5.10% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $609 | $1,115-45.4% | $1,961-68.9% | $2,381-74.4% |
| Participant deferral / active EE | $1,055 | $2,302-54.2% | $3,108-66.1% | $3,470-69.6% |
| Admin fee / account holder | $1,194 | $4,221-71.7% | $5,059-76.4% | $4,887-75.6% |