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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 | $5,493 | $81,262-93.2% | $155,602-96.5% | $80,911-93.2% |
| Participation rate | 53.7% | 66.2%-12.6pp | 78.2%-24.5pp | 67.6%-14.0pp |
| Annual return | 105.54% | 33.34%+72.2pp | 64.81%+40.7pp | 35.63%+69.9pp |
| Employer contribution / active EE | $1,244 | $3,102-59.9% | $4,675-73.4% | $2,756-54.9% |
| Participant deferral / active EE | $1,606 | $3,451-53.5% | $5,629-71.5% | $4,297-62.6% |
| Admin fee / account holder | $728 | $7,992-90.9% | $15,923-95.4% | $6,935-89.5% |