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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 | $6,851 | $115,810-94.1% | $101,271-93.2% | $158,966-95.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 42.65% | 56.15%-13.5pp | 46.48%-3.8pp | 302.95%-260.3pp |
| Employer contribution / active EE | $1,629 | $4,175-61.0% | $3,660-55.5% | $4,762-65.8% |
| Participant deferral / active EE | $1,643 | $4,958-66.9% | $4,371-62.4% | $5,983-72.5% |
| Admin fee / account holder | $444 | $7,248-93.9% | $5,948-92.5% | $11,250-96.1% |