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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 | $6,880 | $73,848-90.7% | $143,799-95.2% | $68,486-90.0% |
| Participation rate | 42.3% | 66.7%-24.4pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -11.07% | 0.91%-12.0pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $740 | $3,184-76.7% | $4,952-85.0% | $2,597-71.5% |
| Participant deferral / active EE | $1,162 | $3,385-65.7% | $5,638-79.4% | $4,028-71.1% |
| Admin fee / account holder | $656 | $5,755-88.6% | $14,677-95.5% | $5,404-87.9% |