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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 | $6,223 | $75,962-91.8% | $154,108-96.0% | $64,173-90.3% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | 64.14% | 30.32%+33.8pp | 735.21%-671.1pp | 7.63%+56.5pp |
| Employer contribution / active EE | $516 | $3,350-84.6% | $5,298-90.3% | $2,381-78.3% |
| Participant deferral / active EE | $1,252 | $3,175-60.6% | $5,081-75.4% | $3,470-63.9% |
| Admin fee / account holder | $393 | $5,589-93.0% | $13,411-97.1% | $4,887-92.0% |