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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 | $19,971 | $177,353-88.7% | $158,226-87.4% | $198,609-89.9% |
| Participation rate | 60.9% | 77.0%-16.2pp | 74.8%-14.0pp | 82.4%-21.5pp |
| Annual return | 220.73% | 599.50%-378.8pp | 501.41%-280.7pp | 202.70%+18.0pp |
| Employer contribution / active EE | $928 | $3,239-71.3% | $2,986-68.9% | $5,055-81.6% |
| Participant deferral / active EE | $1,615 | $4,615-65.0% | $4,317-62.6% | $6,977-76.9% |
| Admin fee / account holder | $2,273 | $10,960-79.3% | $10,217-77.8% | $19,030-88.1% |