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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 | $6,719 | $61,787-89.1% | $97,197-93.1% | $80,925-91.7% |
| Participation rate | 24.2% | 63.5%-39.2pp | 72.7%-48.4pp | 67.7%-43.4pp |
| Annual return | 24.34% | -558.16%+582.5pp | 75.47%-51.1pp | 35.65%-11.3pp |
| Employer contribution / active EE | $644 | $1,836-64.9% | $2,723-76.4% | $2,756-76.7% |
| Participant deferral / active EE | $1,103 | $3,027-63.5% | $4,263-74.1% | $4,299-74.3% |
| Admin fee / account holder | $538 | $5,170-89.6% | $5,637-90.5% | $6,940-92.2% |