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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 | $6,609 | $42,383-84.4% | $76,523-91.4% | $64,181-89.7% |
| Participation rate | 43.3% | 58.1%-14.8pp | 68.0%-24.7pp | 69.6%-26.3pp |
| Annual return | -7.53% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $593 | $1,563-62.1% | $2,647-77.6% | $2,381-75.1% |
| Participant deferral / active EE | $767 | $2,566-70.1% | $3,835-80.0% | $3,470-77.9% |
| Admin fee / account holder | $1,651 | $3,198-48.4% | $4,848-65.9% | $4,887-66.2% |