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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 | $6,725 | $91,179-92.6% | $178,499-96.2% | $79,852-91.6% |
| Participation rate | 44.0% | 69.2%-25.3pp | 81.9%-38.0pp | 69.6%-25.7pp |
| Annual return | 44.91% | 24.19%+20.7pp | 151.10%-106.2pp | 31.72%+13.2pp |
| Employer contribution / active EE | $703 | $3,256-78.4% | $5,011-86.0% | $2,471-71.6% |
| Participant deferral / active EE | $1,268 | $3,236-60.8% | $5,202-75.6% | $3,740-66.1% |
| Admin fee / account holder | $310 | $6,749-95.4% | $13,986-97.8% | $5,306-94.1% |