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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 | $2,620 | $58,311-95.5% | $81,882-96.8% | $80,959-96.8% |
| Participation rate | 65.5% | 63.5%+2.0pp | 72.4%-6.9pp | 67.7%-2.2pp |
| Annual return | 13.51% | 41.85%-28.3pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $626 | $2,347-73.3% | $2,916-78.5% | $2,757-77.3% |
| Participant deferral / active EE | $1,053 | $3,287-68.0% | $4,323-75.6% | $4,300-75.5% |
| Admin fee / account holder | $353 | $4,752-92.6% | $7,360-95.2% | $6,925-94.9% |