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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 | $6,531 | $53,128-87.7% | $86,582-92.5% | $70,126-90.7% |
| Participation rate | 46.4% | 65.3%-18.9pp | 73.5%-27.1pp | 69.5%-23.1pp |
| Annual return | 35.34% | 27.66%+7.7pp | 965.08%-929.7pp | 73.15%-37.8pp |
| Employer contribution / active EE | $1,475 | $2,068-28.7% | $2,839-48.1% | $2,343-37.0% |
| Participant deferral / active EE | $3,974 | $2,695+47.4% | $3,609+10.1% | $3,332+19.3% |
| Admin fee / account holder | $568 | $3,584-84.2% | $4,904-88.4% | $4,645-87.8% |