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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 | $3,325 | $53,128-93.7% | $86,582-96.2% | $70,126-95.3% |
| Participation rate | 44.3% | 65.3%-21.0pp | 73.5%-29.2pp | 69.5%-25.2pp |
| Annual return | 48.71% | 27.66%+21.0pp | 965.08%-916.4pp | 73.15%-24.4pp |
| Employer contribution / active EE | $579 | $2,068-72.0% | $2,839-79.6% | $2,343-75.3% |
| Participant deferral / active EE | $988 | $2,695-63.3% | $3,609-72.6% | $3,332-70.4% |
| Admin fee / account holder | $340 | $3,584-90.5% | $4,904-93.1% | $4,645-92.7% |