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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 | $5,426 | $63,861-91.5% | $104,625-94.8% | $79,852-93.2% |
| Participation rate | 55.6% | 64.9%-9.4pp | 74.1%-18.5pp | 69.6%-14.1pp |
| Annual return | 34.96% | 21.30%+13.7pp | 340.60%-305.6pp | 31.72%+3.2pp |
| Employer contribution / active EE | $637 | $1,588-59.9% | $2,681-76.2% | $2,471-74.2% |
| Participant deferral / active EE | $1,579 | $2,693-41.4% | $3,738-57.7% | $3,740-57.8% |
| Admin fee / account holder | $801 | $4,185-80.9% | $6,465-87.6% | $5,306-84.9% |