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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 | $11,374 | $98,766-88.5% | $149,730-92.4% | $79,852-85.8% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 86.54% | 27.43%+59.1pp | 276.70%-190.2pp | 31.72%+54.8pp |
| Employer contribution / active EE | $711 | $3,217-77.9% | $4,645-84.7% | $2,471-71.2% |
| Participant deferral / active EE | $2,725 | $5,681-52.0% | $6,843-60.2% | $3,740-27.1% |
| Admin fee / account holder | $328 | $6,052-94.6% | $9,310-96.5% | $5,306-93.8% |