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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 | $7,288 | $107,030-93.2% | $73,550-90.1% | $147,586-95.1% |
| Participation rate | 45.5% | 66.4%-20.9pp | 54.9%-9.5pp | 82.8%-37.4pp |
| Annual return | 23.38% | 38.25%-14.9pp | -15.16%+38.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $587 | $1,760-66.7% | $1,219-51.9% | $4,876-88.0% |
| Participant deferral / active EE | $808 | $2,458-67.1% | $1,804-55.2% | $5,439-85.1% |
| Admin fee / account holder | $487 | $3,055-84.0% | $2,320-79.0% | $10,886-95.5% |