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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 | $5,531 | $53,128-89.6% | $86,582-93.6% | $70,126-92.1% |
| Participation rate | 32.0% | 65.3%-33.3pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 43.68% | 27.66%+16.0pp | 965.08%-921.4pp | 73.15%-29.5pp |
| Employer contribution / active EE | $626 | $2,068-69.7% | $2,839-78.0% | $2,343-73.3% |
| Participant deferral / active EE | $864 | $2,695-67.9% | $3,609-76.0% | $3,332-74.1% |
| Admin fee / account holder | $945 | $3,584-73.6% | $4,904-80.7% | $4,645-79.7% |