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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 | $6,649 | $48,337-86.2% | $67,560-90.2% | $80,959-91.8% |
| Participation rate | 48.8% | 66.4%-17.6pp | 72.9%-24.1pp | 67.7%-18.8pp |
| Annual return | 35.58% | 18.26%+17.3pp | 3533.50%-3497.9pp | 35.67%-0.1pp |
| Employer contribution / active EE | $411 | $2,023-79.7% | $2,737-85.0% | $2,757-85.1% |
| Participant deferral / active EE | $1,227 | $2,928-58.1% | $4,004-69.4% | $4,300-71.5% |
| Admin fee / account holder | $923 | $3,695-75.0% | $3,994-76.9% | $6,925-86.7% |