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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 | $6,309 | $58,888-89.3% | $178,499-96.5% | $73,493-91.4% |
| Participation rate | 53.3% | 66.2%-12.9pp | 81.9%-28.6pp | 70.7%-17.3pp |
| Annual return | 60.85% | 24.86%+36.0pp | 151.10%-90.3pp | 28.51%+32.3pp |
| Employer contribution / active EE | $713 | $2,236-68.1% | $5,011-85.8% | $2,270-68.6% |
| Participant deferral / active EE | $1,458 | $2,568-43.2% | $5,202-72.0% | $3,740-61.0% |
| Admin fee / account holder | $450 | $400+12.5% | $13,986-96.8% | $513-12.3% |