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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 | $7,814 | $107,015-92.7% | $73,545-89.4% | $147,585-94.7% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 33.91% | 38.25%-4.3pp | -15.16%+49.1pp | 578.58%-544.7pp |
| Employer contribution / active EE | $347 | $1,760-80.3% | $1,219-71.5% | $4,876-92.9% |
| Participant deferral / active EE | $884 | $2,462-64.1% | $1,806-51.1% | $5,439-83.8% |
| Admin fee / account holder | $1,070 | $3,055-65.0% | $2,320-53.9% | $10,886-90.2% |