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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 | $6,051 | $27,876-78.3% | $83,854-92.8% | $65,191-90.7% |
| Participation rate | 41.6% | 23.2%+18.4pp | 59.1%-17.5pp | 63.0%-21.4pp |
| Annual return | 15.66% | 305.90%-290.2pp | 31.39%-15.7pp | 51.24%-35.6pp |
| Employer contribution / active EE | $52 | $472-89.1% | $1,017-94.9% | $2,400-97.9% |
| Participant deferral / active EE | $413 | $580-28.8% | $2,035-79.7% | $2,671-84.5% |
| Admin fee / account holder | $756 | $1,497-49.5% | $3,197-76.4% | $907-16.7% |