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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 | $9,474 | $78,690-88.0% | $161,489-94.1% | $87,485-89.2% |
| Participation rate | 57.6% | 67.5%-9.9pp | 78.7%-21.1pp | 68.9%-11.4pp |
| Annual return | 16.92% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $529 | $2,588-79.6% | $4,268-87.6% | $2,596-79.6% |
| Participant deferral / active EE | $1,080 | $3,311-67.4% | $5,630-80.8% | $4,274-74.7% |
| Admin fee / account holder | $1,856 | $6,724-72.4% | $16,006-88.4% | $7,775-76.1% |