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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 | $8,602 | $61,789-86.1% | $97,167-91.1% | $80,874-89.4% |
| Participation rate | 19.6% | 63.5%-43.9pp | 72.7%-53.1pp | 67.6%-48.0pp |
| Annual return | 15.46% | -557.90%+573.4pp | 75.27%-59.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $602 | $1,837-67.2% | $2,729-78.0% | $2,756-78.2% |
| Participant deferral / active EE | $1,052 | $3,028-65.3% | $4,264-75.3% | $4,297-75.5% |
| Admin fee / account holder | $354 | $5,168-93.2% | $5,650-93.7% | $6,935-94.9% |