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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 | $5,311 | $45,872-88.4% | $77,096-93.1% | $68,486-92.2% |
| Participation rate | 40.4% | 55.9%-15.6pp | 67.9%-27.6pp | 67.9%-27.5pp |
| Annual return | -18.54% | 1.73%-20.3pp | 42.35%-60.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $276 | $1,650-83.3% | $2,814-90.2% | $2,597-89.4% |
| Participant deferral / active EE | $1,049 | $2,963-64.6% | $4,429-76.3% | $4,028-74.0% |
| Admin fee / account holder | $1,694 | $3,041-44.3% | $5,428-68.8% | $5,404-68.7% |