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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 | $5,762 | $34,316-83.2% | $74,723-92.3% | $72,976-92.1% |
| Participation rate | 30.0% | 42.4%-12.4pp | 54.5%-24.5pp | 69.5%-39.5pp |
| Annual return | 39.40% | 26.58%+12.8pp | 753.18%-713.8pp | 81.02%-41.6pp |
| Employer contribution / active EE | $564 | $692-18.5% | $1,084-48.0% | $2,440-76.9% |
| Participant deferral / active EE | $1,228 | $1,272-3.4% | $1,962-37.4% | $3,608-66.0% |
| Admin fee / account holder | $833 | $2,125-60.8% | $3,335-75.0% | $5,124-83.8% |