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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 | $6,215 | $65,434-90.5% | $98,483-93.7% | $85,847-92.8% |
| Participation rate | 69.0% | 65.0%+3.9pp | 73.3%-4.4pp | 69.3%-0.4pp |
| Annual return | 13.59% | 21.75%-8.2pp | 1494.38%-1480.8pp | 318.61%-305.0pp |
| Employer contribution / active EE | $673 | $2,169-69.0% | $2,961-77.3% | $2,565-73.8% |
| Participant deferral / active EE | $1,180 | $3,168-62.8% | $4,276-72.4% | $3,952-70.2% |
| Admin fee / account holder | $946 | $4,595-79.4% | $5,953-84.1% | $6,261-84.9% |