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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 | $10,149 | $60,128-83.1% | $90,440-88.8% | $79,852-87.3% |
| Participation rate | 27.8% | 65.0%-37.2pp | 72.7%-44.9pp | 69.6%-41.8pp |
| Annual return | 107.41% | 71.95%+35.5pp | 1294.38%-1187.0pp | 31.72%+75.7pp |
| Employer contribution / active EE | $1,069 | $2,068-48.3% | $3,263-67.2% | $2,471-56.7% |
| Participant deferral / active EE | $1,126 | $2,939-61.7% | $3,964-71.6% | $3,740-69.9% |
| Admin fee / account holder | $763 | $3,977-80.8% | $5,615-86.4% | $5,306-85.6% |