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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 | $6,717 | $73,863-90.9% | $143,797-95.3% | $68,490-90.2% |
| Participation rate | 47.7% | 66.7%-19.0pp | 80.3%-32.6pp | 67.9%-20.2pp |
| Annual return | -17.74% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $557 | $3,185-82.5% | $4,952-88.8% | $2,597-78.6% |
| Participant deferral / active EE | $1,091 | $3,385-67.8% | $5,638-80.7% | $4,028-72.9% |
| Admin fee / account holder | $4,020 | $5,756-30.2% | $14,679-72.6% | $5,403-25.6% |