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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 | $9,533 | $52,519-81.8% | $155,789-93.9% | $59,633-84.0% |
| Participation rate | 44.1% | 61.7%-17.6pp | 76.1%-32.0pp | 68.7%-24.6pp |
| Annual return | 1.49% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $272 | $1,589-82.9% | $3,839-92.9% | $2,203-87.7% |
| Participant deferral / active EE | $1,303 | $3,084-57.7% | $4,798-72.8% | $3,192-59.2% |
| Admin fee / account holder | $3,671 | $3,540+3.7% | $7,477-50.9% | $4,297-14.6% |