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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 | $9,215 | $52,279-82.4% | $89,414-89.7% | $79,852-88.5% |
| Participation rate | 28.4% | 57.5%-29.2pp | 68.0%-39.6pp | 69.6%-41.3pp |
| Annual return | 20.11% | 22.16%-2.1pp | 245.50%-225.4pp | 31.72%-11.6pp |
| Employer contribution / active EE | $490 | $1,572-68.8% | $2,586-81.1% | $2,471-80.2% |
| Participant deferral / active EE | $837 | $2,740-69.4% | $3,890-78.5% | $3,740-77.6% |
| Admin fee / account holder | $455 | $3,356-86.4% | $4,883-90.7% | $5,306-91.4% |