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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 | $4,598 | $95,415-95.2% | $185,851-97.5% | $85,851-94.6% |
| Participation rate | 28.3% | 68.8%-40.5pp | 81.7%-53.4pp | 69.3%-41.1pp |
| Annual return | 41.85% | 23.59%+18.3pp | 122.11%-80.3pp | 318.63%-276.8pp |
| Employer contribution / active EE | $958 | $3,314-71.1% | $5,168-81.5% | $2,565-62.7% |
| Participant deferral / active EE | $1,049 | $3,424-69.4% | $5,569-81.2% | $3,952-73.5% |
| Admin fee / account holder | $1,059 | $7,215-85.3% | $16,245-93.5% | $6,261-83.1% |