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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 | $7,470 | $118,877-93.7% | $96,570-92.3% | $167,536-95.5% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 18.53% | 50.50%-32.0pp | 37.79%-19.3pp | 478.82%-460.3pp |
| Employer contribution / active EE | $544 | $3,121-82.6% | $2,357-76.9% | $4,839-88.7% |
| Participant deferral / active EE | $1,205 | $4,617-73.9% | $3,849-68.7% | $6,342-81.0% |
| Admin fee / account holder | $744 | $8,069-90.8% | $6,182-88.0% | $12,315-94.0% |