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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 | $10,662 | $99,079-89.2% | $78,002-86.3% | $273,972-96.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 64.66% | 217.93%-153.3pp | 425.99%-361.3pp | 41.46%+23.2pp |
| Employer contribution / active EE | $2,939 | $3,308-11.1% | $2,470+19.0% | $4,869-39.6% |
| Participant deferral / active EE | $4,032 | $4,306-6.4% | $3,497+15.3% | $5,287-23.7% |
| Admin fee / account holder | $1,683 | $8,954-81.2% | $5,481-69.3% | $10,133-83.4% |