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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 | $3,801 | $61,125-93.8% | $94,057-96.0% | $87,485-95.7% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.3%-5.3pp | 68.9%-0.9pp |
| Annual return | 28.38% | 35.20%-6.8pp | 480.62%-452.2pp | 26.06%+2.3pp |
| Employer contribution / active EE | $723 | $2,136-66.2% | $2,933-75.4% | $2,596-72.2% |
| Participant deferral / active EE | $1,286 | $3,260-60.6% | $4,709-72.7% | $4,274-69.9% |
| Admin fee / account holder | $872 | $5,629-84.5% | $7,244-88.0% | $7,775-88.8% |