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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 | $7,223 | $52,961-86.4% | $172,752-95.8% | $65,185-88.9% |
| Participation rate | 27.4% | 66.2%-38.8pp | 82.6%-55.3pp | 70.2%-42.8pp |
| Annual return | 71.50% | 30.12%+41.4pp | 802.97%-731.5pp | 29.38%+42.1pp |
| Employer contribution / active EE | $392 | $2,190-82.1% | $5,144-92.4% | $2,177-82.0% |
| Participant deferral / active EE | $1,409 | $2,471-43.0% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $534 | $472+13.2% | $13,955-96.2% | $847-37.0% |