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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 | $7,844 | $106,005-92.6% | $92,239-91.5% | $147,585-94.7% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 20.54% | 50.05%-29.5pp | 176.29%-155.8pp | 578.58%-558.0pp |
| Employer contribution / active EE | $796 | $4,333-81.6% | $3,680-78.4% | $4,876-83.7% |
| Participant deferral / active EE | $1,246 | $4,478-72.2% | $3,897-68.0% | $5,439-77.1% |
| Admin fee / account holder | $833 | $6,333-86.8% | $5,194-84.0% | $10,886-92.3% |