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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 | $6,409 | $32,037-80.0% | $69,182-90.7% | $62,881-89.8% |
| Participation rate | 51.9% | 43.4%+8.4pp | 55.1%-3.3pp | 69.3%-17.5pp |
| Annual return | 6.31% | 15.16%-8.9pp | -21.93%+28.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $741 | $1,185-37.5% | $1,897-60.9% | $3,203-76.9% |
| Admin fee / account holder | $1,340 | $2,608-48.6% | $2,697-50.3% | $4,296-68.8% |