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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 | $10,788 | $107,030-89.9% | $73,550-85.3% | $147,586-92.7% |
| Participation rate | 44.4% | 66.4%-21.9pp | 54.9%-10.5pp | 82.8%-38.4pp |
| Annual return | 2.34% | 38.25%-35.9pp | -15.16%+17.5pp | 578.59%-576.3pp |
| Employer contribution / active EE | $444 | $1,760-74.8% | $1,219-63.6% | $4,876-90.9% |
| Participant deferral / active EE | $549 | $2,458-77.7% | $1,804-69.6% | $5,439-89.9% |
| Admin fee / account holder | $3,813 | $3,055+24.8% | $2,320+64.4% | $10,886-65.0% |