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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 | $4,581 | $73,863-93.8% | $143,797-96.8% | $68,490-93.3% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -18.17% | 0.91%-19.1pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $760 | $3,185-76.1% | $4,952-84.7% | $2,597-70.7% |
| Participant deferral / active EE | $1,562 | $3,385-53.8% | $5,638-72.3% | $4,028-61.2% |
| Admin fee / account holder | $318 | $5,756-94.5% | $14,679-97.8% | $5,403-94.1% |