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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 | $10,153 | $95,975-89.4% | $74,549-86.4% | $135,379-92.5% |
| Participation rate | 22.2% | 75.7%-53.4pp | 69.1%-46.9pp | 82.6%-60.4pp |
| Annual return | 0.90% | 56.96%-56.1pp | 32.53%-31.6pp | 519.79%-518.9pp |
| Employer contribution / active EE | $576 | $2,716-78.8% | $1,961-70.6% | $4,779-88.0% |
| Participant deferral / active EE | $2,181 | $3,844-43.3% | $3,108-29.8% | $5,609-61.1% |
| Admin fee / account holder | $9,579 | $6,522+46.9% | $5,059+89.3% | $10,828-11.5% |