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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 | $8,594 | $49,451-82.6% | $79,580-89.2% | $66,938-87.2% |
| Participation rate | 49.5% | 61.3%-11.8pp | 69.5%-19.9pp | 69.8%-20.3pp |
| Annual return | -7.28% | 84.25%-91.5pp | 0.15%-7.4pp | 1.58%-8.9pp |
| Employer contribution / active EE | $612 | $1,266-51.7% | $2,413-74.7% | $2,545-76.0% |
| Participant deferral / active EE | $2,049 | $3,159-35.1% | $3,985-48.6% | $4,238-51.7% |
| Admin fee / account holder | $328 | $595-44.8% | $6,835-95.2% | $594-44.7% |