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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 | $9,757 | $95,193-89.8% | $76,523-87.2% | $135,382-92.8% |
| Participation rate | 43.8% | 74.4%-30.6pp | 68.0%-24.3pp | 82.6%-38.9pp |
| Annual return | -4.53% | 4.85%-9.4pp | -0.27%-4.3pp | 519.77%-524.3pp |
| Employer contribution / active EE | $697 | $3,302-78.9% | $2,647-73.7% | $4,779-85.4% |
| Participant deferral / active EE | $799 | $4,639-82.8% | $3,835-79.2% | $5,609-85.8% |
| Admin fee / account holder | $781 | $6,249-87.5% | $4,848-83.9% | $10,829-92.8% |