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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 | $7,839 | $95,406-91.8% | $185,849-95.8% | $85,847-90.9% |
| Participation rate | 23.4% | 68.8%-45.4pp | 81.7%-58.3pp | 69.3%-45.9pp |
| Annual return | 37.21% | 23.59%+13.6pp | 122.10%-84.9pp | 318.61%-281.4pp |
| Employer contribution / active EE | $601 | $3,314-81.9% | $5,169-88.4% | $2,565-76.6% |
| Participant deferral / active EE | $1,607 | $3,424-53.1% | $5,569-71.1% | $3,952-59.3% |
| Admin fee / account holder | $1,601 | $7,214-77.8% | $16,244-90.1% | $6,261-74.4% |