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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 | $8,242 | $108,695-92.4% | $74,722-89.0% | $152,897-94.6% |
| Participation rate | 36.4% | 65.4%-29.0pp | 54.5%-18.1pp | 82.5%-46.1pp |
| Annual return | 167.42% | 114.11%+53.3pp | 753.11%-585.7pp | 345.43%-178.0pp |
| Employer contribution / active EE | $59 | $1,504-96.1% | $1,084-94.6% | $4,764-98.8% |
| Participant deferral / active EE | $2,791 | $2,712+2.9% | $1,963+42.2% | $5,851-52.3% |
| Admin fee / account holder | $436 | $4,906-91.1% | $3,335-86.9% | $11,599-96.2% |