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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 | $7,264 | $79,181-90.8% | $102,423-92.9% | $74,429-90.2% |
| Participation rate | 57.9% | 74.8%-16.8pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 57.49% | 54.97%+2.5pp | 29.42%+28.1pp | 1368.38%-1310.9pp |
| Employer contribution / active EE | $1,820 | $2,362-23.0% | $3,023-39.8% | $2,625-30.7% |
| Participant deferral / active EE | $2,277 | $4,416-48.4% | $5,054-55.0% | $4,348-47.6% |
| Admin fee / account holder | $1,147 | $2,002-42.7% | $9,455-87.9% | $1,944-41.0% |