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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 | $12,869 | $84,236-84.7% | $170,435-92.4% | $70,126-81.6% |
| Participation rate | 16.4% | 70.8%-54.4pp | 83.6%-67.2pp | 69.5%-53.1pp |
| Annual return | 278.54% | 23.06%+255.5pp | 205.94%+72.6pp | 73.15%+205.4pp |
| Employer contribution / active EE | $1,123 | $3,387-66.8% | $5,432-79.3% | $2,343-52.0% |
| Participant deferral / active EE | $940 | $3,086-69.5% | $4,939-81.0% | $3,332-71.8% |
| Admin fee / account holder | $397 | $5,698-93.0% | $13,881-97.1% | $4,645-91.5% |