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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 | $5,732 | $48,570-88.2% | $130,660-95.6% | $72,975-92.1% |
| Participation rate | 68.0% | 58.6%+9.4pp | 71.7%-3.7pp | 69.5%-1.5pp |
| Annual return | 38.37% | 38.63%-0.3pp | 1709.29%-1670.9pp | 81.01%-42.6pp |
| Employer contribution / active EE | $551 | $1,334-58.7% | $4,092-86.5% | $2,440-77.4% |
| Participant deferral / active EE | $2,897 | $2,384+21.5% | $3,603-19.6% | $3,608-19.7% |
| Admin fee / account holder | $325 | $3,549-90.8% | $5,463-94.1% | $5,124-93.7% |