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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 | $7,299 | $57,305-87.3% | $86,640-91.6% | $75,173-90.3% |
| Participation rate | 32.3% | 63.2%-31.0pp | 71.7%-39.5pp | 67.2%-34.9pp |
| Annual return | 173.49% | 2674.24%-2500.7pp | 592.52%-419.0pp | 160.72%+12.8pp |
| Employer contribution / active EE | $485 | $2,316-79.0% | $3,024-84.0% | $2,671-81.8% |
| Participant deferral / active EE | $1,149 | $3,320-65.4% | $4,438-74.1% | $4,126-72.2% |
| Admin fee / account holder | $455 | $4,116-88.9% | $5,616-91.9% | $5,651-91.9% |