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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 | $10,086 | $107,030-90.6% | $73,550-86.3% | $147,586-93.2% |
| Participation rate | 27.3% | 66.4%-39.1pp | 54.9%-27.7pp | 82.8%-55.6pp |
| Annual return | 11.09% | 38.25%-27.2pp | -15.16%+26.3pp | 578.59%-567.5pp |
| Employer contribution / active EE | $101 | $1,760-94.2% | $1,219-91.7% | $4,876-97.9% |
| Participant deferral / active EE | $405 | $2,458-83.5% | $1,804-77.5% | $5,439-92.5% |
| Admin fee / account holder | $748 | $3,055-75.5% | $2,320-67.8% | $10,886-93.1% |