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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 | $6,065 | $61,125-90.1% | $94,057-93.6% | $87,485-93.1% |
| Participation rate | 64.5% | 64.1%+0.4pp | 73.3%-8.8pp | 68.9%-4.4pp |
| Annual return | 17.71% | 35.20%-17.5pp | 480.62%-462.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $483 | $2,136-77.4% | $2,933-83.5% | $2,596-81.4% |
| Participant deferral / active EE | $1,099 | $3,260-66.3% | $4,709-76.7% | $4,274-74.3% |
| Admin fee / account holder | $902 | $5,629-84.0% | $7,244-87.6% | $7,775-88.4% |