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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 | $7,744 | $103,008-92.5% | $90,304-91.4% | $152,897-94.9% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 11.49% | 95.22%-83.7pp | 78.13%-66.6pp | 345.43%-333.9pp |
| Employer contribution / active EE | $570 | $3,139-81.8% | $2,855-80.0% | $4,764-88.0% |
| Participant deferral / active EE | $1,300 | $4,281-69.6% | $3,885-66.5% | $5,851-77.8% |
| Admin fee / account holder | $709 | $6,175-88.5% | $5,354-86.8% | $11,599-93.9% |