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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 | $6,679 | $102,547-93.5% | $78,210-91.5% | $147,586-95.5% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 22.79% | 51.08%-28.3pp | 40.90%-18.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $285 | $2,617-89.1% | $2,034-86.0% | $4,876-94.1% |
| Participant deferral / active EE | $1,902 | $3,481-45.4% | $2,823-32.6% | $5,439-65.0% |
| Admin fee / account holder | $543 | $5,059-89.3% | $3,758-85.6% | $10,886-95.0% |