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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 | $6,870 | $84,236-91.8% | $170,435-96.0% | $70,126-90.2% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 75.37% | 23.06%+52.3pp | 205.94%-130.6pp | 73.15%+2.2pp |
| Employer contribution / active EE | $509 | $3,387-85.0% | $5,432-90.6% | $2,343-78.3% |
| Participant deferral / active EE | $2,072 | $3,086-32.9% | $4,939-58.1% | $3,332-37.8% |
| Admin fee / account holder | $658 | $5,698-88.5% | $13,881-95.3% | $4,645-85.8% |