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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 | $4,685 | $34,932-86.6% | $56,441-91.7% | $74,546-93.7% |
| Participation rate | 60.6% | 32.9%+27.7pp | 52.5%+8.1pp | 67.2%-6.7pp |
| Annual return | 18.98% | 24.90%-5.9pp | 1704.21%-1685.2pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $140 | $608-77.0% | $1,039-86.5% | $2,624-94.7% |
| Participant deferral / active EE | $1,388 | $1,173+18.3% | $1,953-28.9% | $4,347-68.1% |
| Admin fee / account holder | $336 | $2,359-85.7% | $2,829-88.1% | $1,944-82.7% |