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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 | $9,036 | $118,869-92.4% | $96,575-90.6% | $167,518-94.6% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 10.02% | 50.49%-40.5pp | 37.79%-27.8pp | 478.71%-468.7pp |
| Employer contribution / active EE | $799 | $3,120-74.4% | $2,357-66.1% | $4,838-83.5% |
| Participant deferral / active EE | $2,296 | $4,616-50.3% | $3,849-40.3% | $6,342-63.8% |
| Admin fee / account holder | $17,575 | $8,067+117.9% | $6,182+184.3% | $12,312+42.7% |