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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 | $6,727 | $108,212-93.8% | $77,513-91.3% | $158,966-95.8% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 38.48% | 31.67%+6.8pp | 54.81%-16.3pp | 302.95%-264.5pp |
| Employer contribution / active EE | $377 | $1,325-71.5% | $987-61.8% | $4,762-92.1% |
| Participant deferral / active EE | $1,115 | $2,455-54.6% | $1,861-40.1% | $5,983-81.4% |
| Admin fee / account holder | $452 | $3,709-87.8% | $2,859-84.2% | $11,250-96.0% |