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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 | $7,409 | $165,939-95.5% | $122,354-93.9% | $147,586-95.0% |
| Participation rate | 58.3% | 79.6%-21.2pp | 71.6%-13.3pp | 82.8%-24.5pp |
| Annual return | 10.69% | 34.56%-23.9pp | 30.28%-19.6pp | 578.59%-567.9pp |
| Employer contribution / active EE | $293 | $5,754-94.9% | $4,051-92.8% | $4,876-94.0% |
| Participant deferral / active EE | $1,169 | $4,005-70.8% | $3,287-64.4% | $5,439-78.5% |
| Admin fee / account holder | $3,017 | $7,425-59.4% | $5,479-44.9% | $10,886-72.3% |