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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 | $6,412 | $42,910-85.1% | $60,919-89.5% | $68,490-90.6% |
| Participation rate | 59.2% | 66.8%-7.6pp | 73.1%-13.9pp | 67.9%-8.7pp |
| Annual return | -1.20% | -13.99%+12.8pp | 16.96%-18.2pp | -7.85%+6.7pp |
| Employer contribution / active EE | $1,024 | $1,978-48.2% | $2,704-62.1% | $2,597-60.6% |
| Participant deferral / active EE | $1,978 | $2,866-31.0% | $3,814-48.2% | $4,028-50.9% |
| Admin fee / account holder | $1,066 | $3,104-65.7% | $3,228-67.0% | $5,403-80.3% |