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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 | $7,135 | $43,344-83.5% | $59,899-88.1% | $64,173-88.9% |
| Participation rate | 38.5% | 69.2%-30.7pp | 74.7%-36.2pp | 69.6%-31.1pp |
| Annual return | 6.23% | -1.55%+7.8pp | 3.46%+2.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $411 | $2,030-79.7% | $2,723-84.9% | $2,381-82.7% |
| Participant deferral / active EE | $1,506 | $2,547-40.9% | $3,402-55.7% | $3,470-56.6% |
| Admin fee / account holder | $6,003 | $3,008+99.6% | $3,592+67.1% | $4,887+22.8% |