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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 | $7,974 | $73,848-89.2% | $143,799-94.5% | $68,486-88.4% |
| Participation rate | 59.5% | 66.7%-7.1pp | 80.3%-20.8pp | 67.9%-8.4pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $717 | $3,184-77.5% | $4,952-85.5% | $2,597-72.4% |
| Participant deferral / active EE | $1,013 | $3,385-70.1% | $5,638-82.0% | $4,028-74.8% |
| Admin fee / account holder | $944 | $5,755-83.6% | $14,677-93.6% | $5,404-82.5% |