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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 | $7,656 | $60,139-87.3% | $90,461-91.5% | $79,856-90.4% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 26.50% | 71.96%-45.5pp | 1294.76%-1268.3pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,041 | $2,069-49.7% | $3,264-68.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,647 | $2,939-43.9% | $3,964-58.4% | $3,741-56.0% |
| Admin fee / account holder | $443 | $3,978-88.9% | $5,617-92.1% | $5,306-91.6% |