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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 | $6,459 | $107,015-94.0% | $73,545-91.2% | $147,585-95.6% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 6.67% | 38.25%-31.6pp | -15.16%+21.8pp | 578.58%-571.9pp |
| Employer contribution / active EE | $485 | $1,760-72.4% | $1,219-60.2% | $4,876-90.0% |
| Participant deferral / active EE | $629 | $2,462-74.5% | $1,806-65.2% | $5,439-88.4% |
| Admin fee / account holder | $26,127 | $3,055+755.2% | $2,320+1026.3% | $10,886+140.0% |