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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 | $6,959 | $53,162-86.9% | $91,225-92.4% | $68,486-89.8% |
| Participation rate | 42.5% | 63.2%-20.7pp | 73.2%-30.7pp | 67.9%-25.4pp |
| Annual return | -18.19% | -3.14%-15.1pp | 114.12%-132.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $813 | $1,709-52.4% | $2,851-71.5% | $2,597-68.7% |
| Participant deferral / active EE | $1,179 | $2,974-60.3% | $4,233-72.1% | $4,028-70.7% |
| Admin fee / account holder | $955 | $4,493-78.7% | $5,422-82.4% | $5,404-82.3% |