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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 | $7,050 | $60,261-88.3% | $81,783-91.4% | $74,546-90.5% |
| Participation rate | 68.3% | 62.9%+5.4pp | 72.4%-4.1pp | 67.2%+1.0pp |
| Annual return | 22.61% | 16.88%+5.7pp | 775.05%-752.4pp | 1366.03%-1343.4pp |
| Employer contribution / active EE | $452 | $2,622-82.8% | $2,913-84.5% | $2,624-82.8% |
| Participant deferral / active EE | $1,219 | $3,388-64.0% | $4,320-71.8% | $4,347-72.0% |
| Admin fee / account holder | $767 | $1,482-48.3% | $7,380-89.6% | $1,944-60.6% |