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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 | $10,001 | $63,346-84.2% | $92,240-89.2% | $70,126-85.7% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.7pp |
| Annual return | 32.80% | 530.19%-497.4pp | 176.29%-143.5pp | 73.15%-40.3pp |
| Employer contribution / active EE | $1,658 | $2,471-32.9% | $3,680-54.9% | $2,343-29.2% |
| Participant deferral / active EE | $2,637 | $2,854-7.6% | $3,897-32.3% | $3,332-20.9% |
| Admin fee / account holder | $768 | $3,841-80.0% | $5,194-85.2% | $4,645-83.5% |