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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 | $2,300 | $87,166-97.4% | $76,735-97.0% | $137,256-98.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 115.70% | 26.50%+89.2pp | 29.77%+85.9pp | 220.34%-104.6pp |
| Employer contribution / active EE | $1,193 | $2,904-58.9% | $2,454-51.4% | $4,156-71.3% |
| Participant deferral / active EE | $1,790 | $4,726-62.1% | $4,088-56.2% | $6,407-72.1% |
| Admin fee / account holder | $2,354 | $8,403-72.0% | $7,189-67.3% | $12,270-80.8% |