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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 | $6,088 | $103,000-94.1% | $90,300-93.3% | $152,885-96.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 25.70% | 95.19%-69.5pp | 78.11%-52.4pp | 345.39%-319.7pp |
| Employer contribution / active EE | $526 | $3,138-83.3% | $2,854-81.6% | $4,763-89.0% |
| Participant deferral / active EE | $847 | $4,281-80.2% | $3,884-78.2% | $5,851-85.5% |
| Admin fee / account holder | $612 | $6,173-90.1% | $5,353-88.6% | $11,598-94.7% |