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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 | $5,712 | $42,909-86.7% | $60,906-90.6% | $68,486-91.7% |
| Participation rate | 63.3% | 66.8%-3.4pp | 73.1%-9.8pp | 67.9%-4.6pp |
| Annual return | -15.91% | -13.99%-1.9pp | 16.94%-32.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $792 | $1,979-60.0% | $2,703-70.7% | $2,597-69.5% |
| Participant deferral / active EE | $1,258 | $2,866-56.1% | $3,814-67.0% | $4,028-68.8% |
| Admin fee / account holder | $843 | $3,104-72.8% | $3,227-73.9% | $5,404-84.4% |