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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 | $6,261 | $49,896-87.5% | $80,627-92.2% | $75,173-91.7% |
| Participation rate | 52.4% | 55.3%-2.9pp | 67.0%-14.6pp | 67.2%-14.8pp |
| Annual return | 402.48% | 34.67%+367.8pp | 936.76%-534.3pp | 160.72%+241.8pp |
| Employer contribution / active EE | $1,066 | $1,699-37.2% | $2,723-60.8% | $2,671-60.1% |
| Participant deferral / active EE | $3,151 | $2,992+5.3% | $4,443-29.1% | $4,126-23.6% |
| Admin fee / account holder | $1,220 | $3,578-65.9% | $5,381-77.3% | $5,651-78.4% |