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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 | $58,258-95.5% | $81,820-96.8% | $80,925-96.8% |
| Participation rate | 65.5% | 63.5%+2.0pp | 72.4%-6.9pp | 67.7%-2.2pp |
| Annual return | 13.51% | 41.76%-28.3pp | 777.93%-764.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $626 | $2,345-73.3% | $2,915-78.5% | $2,756-77.3% |
| Participant deferral / active EE | $1,053 | $3,284-67.9% | $4,323-75.6% | $4,299-75.5% |
| Admin fee / account holder | $353 | $4,976-92.9% | $7,391-95.2% | $6,940-94.9% |