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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 | $13,882 | $98,776-85.9% | $149,745-90.7% | $79,856-82.6% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.5pp | 69.6%-3.6pp |
| Annual return | 81.06% | 27.38%+53.7pp | 276.72%-195.7pp | 31.71%+49.3pp |
| Employer contribution / active EE | $1,616 | $3,217-49.8% | $4,646-65.2% | $2,471-34.6% |
| Participant deferral / active EE | $2,423 | $5,681-57.4% | $6,843-64.6% | $3,741-35.2% |
| Admin fee / account holder | $648 | $6,053-89.3% | $9,312-93.0% | $5,306-87.8% |