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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 | $9,788 | $107,030-90.9% | $73,550-86.7% | $147,586-93.4% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 18.73% | 38.25%-19.5pp | -15.16%+33.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $241 | $1,760-86.3% | $1,219-80.2% | $4,876-95.1% |
| Participant deferral / active EE | $595 | $2,458-75.8% | $1,804-67.0% | $5,439-89.1% |
| Admin fee / account holder | $401 | $3,055-86.9% | $2,320-82.7% | $10,886-96.3% |