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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 | $6,623 | $63,346-89.5% | $92,240-92.8% | $70,126-90.6% |
| Participation rate | 44.2% | 68.7%-24.5pp | 76.5%-32.3pp | 69.5%-25.4pp |
| Annual return | 21.22% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $555 | $2,471-77.5% | $3,680-84.9% | $2,343-76.3% |
| Participant deferral / active EE | $1,306 | $2,854-54.2% | $3,897-66.5% | $3,332-60.8% |
| Admin fee / account holder | $826 | $3,841-78.5% | $5,194-84.1% | $4,645-82.2% |