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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 | $5,130 | $53,063-90.3% | $124,206-95.9% | $82,637-93.8% |
| Participation rate | 47.2% | 58.4%-11.2pp | 69.6%-22.4pp | 68.1%-20.8pp |
| Annual return | 20.86% | 68.87%-48.0pp | 515.27%-494.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $588 | $1,530-61.6% | $3,540-83.4% | $2,552-77.0% |
| Participant deferral / active EE | $740 | $2,644-72.0% | $3,968-81.3% | $4,126-82.1% |
| Admin fee / account holder | $599 | $4,281-86.0% | $5,929-89.9% | $7,339-91.8% |