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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 | $7,184 | $115,796-93.8% | $101,264-92.9% | $158,950-95.5% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.1pp |
| Annual return | 59.43% | 56.15%+3.3pp | 46.48%+12.9pp | 302.91%-243.5pp |
| Employer contribution / active EE | $1,065 | $4,175-74.5% | $3,660-70.9% | $4,762-77.6% |
| Participant deferral / active EE | $1,493 | $4,958-69.9% | $4,370-65.8% | $5,983-75.0% |
| Admin fee / account holder | $601 | $7,247-91.7% | $5,947-89.9% | $11,248-94.7% |