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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 | $8,064 | $127,790-93.7% | $106,554-92.4% | $167,553-95.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 11.29% | 33.88%-22.6pp | 26.80%-15.5pp | 478.89%-467.6pp |
| Employer contribution / active EE | $790 | $3,427-77.0% | $2,819-72.0% | $4,840-83.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,831 | $11,231-83.7% | $7,408-75.3% | $12,316-85.1% |