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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 | $6,872 | $53,162-87.1% | $91,225-92.5% | $68,486-90.0% |
| Participation rate | 67.6% | 63.2%+4.4pp | 73.2%-5.6pp | 67.9%-0.2pp |
| Annual return | -17.39% | -3.14%-14.2pp | 114.12%-131.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $487 | $1,709-71.5% | $2,851-82.9% | $2,597-81.2% |
| Participant deferral / active EE | $1,232 | $2,974-58.6% | $4,233-70.9% | $4,028-69.4% |
| Admin fee / account holder | $829 | $4,493-81.5% | $5,422-84.7% | $5,404-84.7% |