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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 | $9,019 | $158,852-94.3% | $121,220-92.6% | $135,379-93.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.8%-31.8pp | 82.6%-42.6pp |
| Annual return | 3.18% | -0.64%+3.8pp | 16.94%-13.8pp | 519.79%-516.6pp |
| Employer contribution / active EE | $959 | $5,666-83.1% | $4,023-76.2% | $4,779-79.9% |
| Participant deferral / active EE | $1,280 | $4,006-68.0% | $3,345-61.7% | $5,609-77.2% |
| Admin fee / account holder | $4,647 | $6,515-28.7% | $5,021-7.4% | $10,828-57.1% |