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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 | $9,843 | $77,638-87.3% | $156,551-93.7% | $62,881-84.3% |
| Participation rate | 41.6% | 71.2%-29.6pp | 84.0%-42.5pp | 69.3%-27.7pp |
| Annual return | 7.49% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $536 | $3,444-84.4% | $5,501-90.3% | $2,281-76.5% |
| Participant deferral / active EE | $874 | $3,046-71.3% | $4,871-82.0% | $3,203-72.7% |
| Admin fee / account holder | $1,390 | $5,561-75.0% | $13,028-89.3% | $4,296-67.6% |