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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 | $6,326 | $42,383-85.1% | $76,518-91.7% | $64,173-90.1% |
| Participation rate | 55.6% | 58.1%-2.6pp | 68.0%-12.4pp | 69.6%-14.0pp |
| Annual return | 1.29% | -16.54%+17.8pp | -0.27%+1.6pp | 7.63%-6.3pp |
| Employer contribution / active EE | $516 | $1,563-67.0% | $2,647-80.5% | $2,381-78.3% |
| Participant deferral / active EE | $1,006 | $2,566-60.8% | $3,836-73.8% | $3,470-71.0% |
| Admin fee / account holder | $710 | $3,198-77.8% | $4,849-85.4% | $4,887-85.5% |