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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 | $8,708 | $63,346-86.3% | $92,240-90.6% | $70,126-87.6% |
| Participation rate | 8.8% | 68.7%-59.8pp | 76.5%-67.7pp | 69.5%-60.7pp |
| Annual return | 49.18% | 530.19%-481.0pp | 176.29%-127.1pp | 73.15%-24.0pp |
| Employer contribution / active EE | $522 | $2,471-78.9% | $3,680-85.8% | $2,343-77.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,559 | $3,841-59.4% | $5,194-70.0% | $4,645-66.4% |