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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 | $6,127 | $85,171-92.8% | $172,753-96.5% | $72,976-91.6% |
| Participation rate | 44.8% | 70.1%-25.2pp | 82.6%-37.8pp | 69.5%-24.7pp |
| Annual return | 26.13% | 27.32%-1.2pp | 803.00%-776.9pp | 81.02%-54.9pp |
| Employer contribution / active EE | $716 | $3,324-78.5% | $5,144-86.1% | $2,440-70.7% |
| Participant deferral / active EE | $1,096 | $3,260-66.4% | $5,198-78.9% | $3,608-69.6% |
| Admin fee / account holder | $413 | $5,880-93.0% | $13,956-97.0% | $5,124-91.9% |