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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 | $9,522 | $107,030-91.1% | $73,550-87.1% | $147,586-93.5% |
| Participation rate | 53.8% | 66.4%-12.5pp | 54.9%-1.1pp | 82.8%-29.0pp |
| Annual return | 12.23% | 38.25%-26.0pp | -15.16%+27.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $264 | $1,760-85.0% | $1,219-78.4% | $4,876-94.6% |
| Participant deferral / active EE | $483 | $2,458-80.3% | $1,804-73.2% | $5,439-91.1% |
| Admin fee / account holder | $3,376 | $3,055+10.5% | $2,320+45.5% | $10,886-69.0% |