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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 | $9,318 | $81,664-88.6% | $70,476-86.8% | $158,966-94.1% |
| Participation rate | 53.8% | 77.7%-23.9pp | 75.1%-21.2pp | 82.0%-28.1pp |
| Annual return | 8.48% | 208.59%-200.1pp | 109.12%-100.6pp | 302.95%-294.5pp |
| Employer contribution / active EE | $391 | $3,219-87.9% | $2,738-85.7% | $4,762-91.8% |
| Participant deferral / active EE | $960 | $4,556-78.9% | $3,710-74.1% | $5,983-84.0% |
| Admin fee / account holder | $1,819 | $6,197-70.6% | $3,847-52.7% | $11,250-83.8% |