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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 | $7,003 | $61,660-88.6% | $80,022-91.2% | $64,181-89.1% |
| Participation rate | 68.1% | 71.7%-3.6pp | 75.8%-7.7pp | 69.6%-1.5pp |
| Annual return | -5.98% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $422 | $1,810-76.7% | $2,468-82.9% | $2,381-82.3% |
| Participant deferral / active EE | $1,884 | $2,968-36.5% | $3,686-48.9% | $3,470-45.7% |
| Admin fee / account holder | $1,898 | $5,417-65.0% | $6,521-70.9% | $4,887-61.2% |