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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 | $5,880 | $73,863-92.0% | $143,797-95.9% | $68,490-91.4% |
| Participation rate | 58.1% | 66.7%-8.6pp | 80.3%-22.3pp | 67.9%-9.8pp |
| Annual return | -12.17% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,212 | $3,185-61.9% | $4,952-75.5% | $2,597-53.3% |
| Participant deferral / active EE | $1,872 | $3,385-44.7% | $5,638-66.8% | $4,028-53.5% |
| Admin fee / account holder | $418 | $5,756-92.7% | $14,679-97.2% | $5,403-92.3% |