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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 | $6,736 | $104,251-93.5% | $91,004-92.6% | $147,586-95.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 47.44% | 27.06%+20.4pp | 4.60%+42.8pp | 578.59%-531.2pp |
| Employer contribution / active EE | $1,396 | $3,116-55.2% | $2,456-43.1% | $4,876-71.4% |
| Participant deferral / active EE | $3,408 | $4,195-18.8% | $3,548-3.9% | $5,439-37.3% |
| Admin fee / account holder | $799 | $8,948-91.1% | $5,417-85.2% | $10,886-92.7% |