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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 | $9,492 | $93,345-89.8% | $119,126-92.0% | $87,485-89.1% |
| Participation rate | 59.3% | 68.7%-9.5pp | 75.8%-16.5pp | 68.9%-9.7pp |
| Annual return | 226.81% | 19.08%+207.7pp | 282.11%-55.3pp | 26.06%+200.7pp |
| Employer contribution / active EE | $1,481 | $3,172-53.3% | $4,034-63.3% | $2,596-43.0% |
| Participant deferral / active EE | $2,263 | $4,099-44.8% | $5,318-57.4% | $4,274-47.0% |
| Admin fee / account holder | $1,031 | $8,039-87.2% | $10,693-90.4% | $7,775-86.7% |