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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 | $7,541 | $46,689-83.8% | $117,498-93.6% | $68,495-89.0% |
| Participation rate | 45.3% | 56.8%-11.5pp | 70.6%-25.3pp | 67.9%-22.6pp |
| Annual return | -14.01% | -14.52%+0.5pp | 29.75%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $301 | $1,505-80.0% | $4,178-92.8% | $2,596-88.4% |
| Participant deferral / active EE | $2,471 | $2,637-6.3% | $4,071-39.3% | $4,028-38.7% |
| Admin fee / account holder | $5,798 | $4,021+44.2% | $5,646+2.7% | $5,403+7.3% |