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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 | $9,395 | $81,664-88.5% | $70,476-86.7% | $158,966-94.1% |
| Participation rate | 46.7% | 77.7%-31.1pp | 75.1%-28.4pp | 82.0%-35.3pp |
| Annual return | 38.85% | 208.59%-169.7pp | 109.12%-70.3pp | 302.95%-264.1pp |
| Employer contribution / active EE | $824 | $3,219-74.4% | $2,738-69.9% | $4,762-82.7% |
| Participant deferral / active EE | $1,897 | $4,556-58.4% | $3,710-48.9% | $5,983-68.3% |
| Admin fee / account holder | $301 | $6,197-95.1% | $3,847-92.2% | $11,250-97.3% |