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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 | $9,297 | $174,018-94.7% | $136,833-93.2% | $198,609-95.3% |
| Participation rate | 9.1% | 65.1%-56.0pp | 59.0%-49.9pp | 82.4%-73.3pp |
| Annual return | 13.26% | 35.16%-21.9pp | 35.32%-22.1pp | 202.70%-189.4pp |
| Employer contribution / active EE | $248 | $1,571-84.2% | $1,319-81.2% | $5,055-95.1% |
| Participant deferral / active EE | $389 | $2,873-86.5% | $2,441-84.1% | $6,977-94.4% |
| Admin fee / account holder | $1,472 | $5,434-72.9% | $4,706-68.7% | $19,030-92.3% |