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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 | $7,898 | $29,525-73.3% | $56,033-85.9% | $77,736-89.8% |
| Participation rate | 16.5% | 32.7%-16.2pp | 52.5%-36.0pp | 70.6%-54.1pp |
| Annual return | 11.31% | 18.90%-7.6pp | 1711.38%-1700.1pp | 31.26%-19.9pp |
| Employer contribution / active EE | $239 | $569-58.0% | $1,041-77.0% | $2,728-91.2% |
| Participant deferral / active EE | $359 | $1,062-66.2% | $1,954-81.6% | $4,651-92.3% |
| Admin fee / account holder | $382 | $1,040-63.3% | $2,827-86.5% | $433-11.8% |