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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 | $9,873 | $113,338-91.3% | $94,993-89.6% | $147,585-93.3% |
| Participation rate | 22.2% | 78.0%-55.8pp | 73.9%-51.7pp | 82.8%-60.6pp |
| Annual return | 14.67% | 20.80%-6.1pp | 27.14%-12.5pp | 578.58%-563.9pp |
| Employer contribution / active EE | $356 | $3,160-88.7% | $2,603-86.3% | $4,876-92.7% |
| Participant deferral / active EE | $445 | $3,777-88.2% | $3,317-86.6% | $5,439-91.8% |
| Admin fee / account holder | $3,079 | $6,063-49.2% | $4,960-37.9% | $10,886-71.7% |