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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 | $11,854 | $77,638-84.7% | $156,551-92.4% | $62,881-81.1% |
| Participation rate | 52.9% | 71.2%-18.3pp | 84.0%-31.1pp | 69.3%-16.4pp |
| Annual return | 207.06% | 50.33%+156.7pp | 32.23%+174.8pp | 20.14%+186.9pp |
| Employer contribution / active EE | $1,391 | $3,444-59.6% | $5,501-74.7% | $2,281-39.0% |
| Participant deferral / active EE | $3,041 | $3,046-0.1% | $4,871-37.6% | $3,203-5.1% |
| Admin fee / account holder | $2,101 | $5,561-62.2% | $13,028-83.9% | $4,296-51.1% |