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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 | $6,772 | $35,183-80.8% | $73,550-90.8% | $70,126-90.3% |
| Participation rate | 38.1% | 42.9%-4.8pp | 54.9%-16.8pp | 69.5%-31.4pp |
| Annual return | 76.09% | 26.90%+49.2pp | -15.16%+91.2pp | 73.15%+2.9pp |
| Employer contribution / active EE | $301 | $709-57.5% | $1,219-75.3% | $2,343-87.1% |
| Participant deferral / active EE | $735 | $1,220-39.7% | $1,804-59.2% | $3,332-77.9% |
| Admin fee / account holder | $2,869 | $2,302+24.6% | $2,320+23.7% | $4,645-38.2% |