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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 | $17,843 | $112,933-84.2% | $90,970-80.4% | $158,982-88.8% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 294.61% | 215.82%+78.8pp | 134.60%+160.0pp | 302.99%-8.4pp |
| Employer contribution / active EE | $987 | $2,893-65.9% | $2,122-53.5% | $4,763-79.3% |
| Participant deferral / active EE | $3,803 | $4,128-7.9% | $3,373+12.7% | $5,983-36.4% |
| Admin fee / account holder | $437 | $8,047-94.6% | $5,961-92.7% | $11,252-96.1% |