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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 | $7,952 | $80,812-90.2% | $160,784-95.1% | $82,448-90.4% |
| Participation rate | 60.7% | 66.2%-5.5pp | 77.0%-16.2pp | 68.1%-7.4pp |
| Annual return | 18.07% | 100.59%-82.5pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $598 | $2,174-72.5% | $3,733-84.0% | $2,551-76.6% |
| Participant deferral / active EE | $1,385 | $4,335-68.0% | $6,293-78.0% | $4,139-66.5% |
| Admin fee / account holder | $1,172 | $7,695-84.8% | $9,717-87.9% | $7,234-83.8% |