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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 | $6,597 | $35,183-81.2% | $73,550-91.0% | $70,126-90.6% |
| Participation rate | 69.2% | 42.9%+26.3pp | 54.9%+14.3pp | 69.5%-0.3pp |
| Annual return | 47.17% | 26.90%+20.3pp | -15.16%+62.3pp | 73.15%-26.0pp |
| Employer contribution / active EE | $404 | $709-43.0% | $1,219-66.9% | $2,343-82.8% |
| Participant deferral / active EE | $655 | $1,220-46.3% | $1,804-63.7% | $3,332-80.3% |
| Admin fee / account holder | $416 | $2,302-81.9% | $2,320-82.1% | $4,645-91.0% |