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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 | $7,764 | $91,179-91.5% | $178,499-95.7% | $79,852-90.3% |
| Participation rate | 25.8% | 69.2%-43.4pp | 81.9%-56.1pp | 69.6%-43.8pp |
| Annual return | 51.40% | 24.19%+27.2pp | 151.10%-99.7pp | 31.72%+19.7pp |
| Employer contribution / active EE | $454 | $3,256-86.1% | $5,011-90.9% | $2,471-81.6% |
| Participant deferral / active EE | $1,391 | $3,236-57.0% | $5,202-73.3% | $3,740-62.8% |
| Admin fee / account holder | $1,822 | $6,749-73.0% | $13,986-87.0% | $5,306-65.7% |