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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 | $8,691 | $81,664-89.4% | $70,476-87.7% | $158,966-94.5% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 7.69% | 208.59%-200.9pp | 109.12%-101.4pp | 302.95%-295.3pp |
| Employer contribution / active EE | $569 | $3,219-82.3% | $2,738-79.2% | $4,762-88.1% |
| Participant deferral / active EE | $1,748 | $4,556-61.6% | $3,710-52.9% | $5,983-70.8% |
| Admin fee / account holder | $1,320 | $6,197-78.7% | $3,847-65.7% | $11,250-88.3% |