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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 | $5,397 | $45,872-88.2% | $77,096-93.0% | $68,486-92.1% |
| Participation rate | 69.1% | 55.9%+13.2pp | 67.9%+1.2pp | 67.9%+1.2pp |
| Annual return | -18.94% | 1.73%-20.7pp | 42.35%-61.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $998 | $1,650-39.5% | $2,814-64.5% | $2,597-61.6% |
| Participant deferral / active EE | $2,141 | $2,963-27.7% | $4,429-51.7% | $4,028-46.8% |
| Admin fee / account holder | $718 | $3,041-76.4% | $5,428-86.8% | $5,404-86.7% |