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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 | $11,541 | $112,121-89.7% | $95,960-88.0% | $158,966-92.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 98.19% | 171.16%-73.0pp | 91.63%+6.6pp | 302.95%-204.8pp |
| Employer contribution / active EE | $752 | $3,199-76.5% | $2,541-70.4% | $4,762-84.2% |
| Participant deferral / active EE | $4,455 | $4,784-6.9% | $4,167+6.9% | $5,983-25.5% |
| Admin fee / account holder | $455 | $10,135-95.5% | $6,797-93.3% | $11,250-96.0% |