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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 | $14,104 | $106,005-86.7% | $92,239-84.7% | $147,585-90.4% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 14.79% | 50.05%-35.3pp | 176.29%-161.5pp | 578.58%-563.8pp |
| Employer contribution / active EE | $832 | $4,333-80.8% | $3,680-77.4% | $4,876-82.9% |
| Participant deferral / active EE | $1,828 | $4,478-59.2% | $3,897-53.1% | $5,439-66.4% |
| Admin fee / account holder | $739 | $6,333-88.3% | $5,194-85.8% | $10,886-93.2% |