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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 | $8,383 | $91,179-90.8% | $178,499-95.3% | $79,852-89.5% |
| Participation rate | 28.1% | 69.2%-41.1pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 91.55% | 24.19%+67.4pp | 151.10%-59.6pp | 31.72%+59.8pp |
| Employer contribution / active EE | $856 | $3,256-73.7% | $5,011-82.9% | $2,471-65.4% |
| Participant deferral / active EE | $1,018 | $3,236-68.5% | $5,202-80.4% | $3,740-72.8% |
| Admin fee / account holder | $421 | $6,749-93.8% | $13,986-97.0% | $5,306-92.1% |