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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 | $11,462 | $63,346-81.9% | $92,240-87.6% | $70,126-83.7% |
| Participation rate | 69.8% | 68.7%+1.1pp | 76.5%-6.7pp | 69.5%+0.2pp |
| Annual return | 19.44% | 530.19%-510.7pp | 176.29%-156.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $599 | $2,471-75.8% | $3,680-83.7% | $2,343-74.4% |
| Participant deferral / active EE | $3,551 | $2,854+24.4% | $3,897-8.9% | $3,332+6.6% |
| Admin fee / account holder | $910 | $3,841-76.3% | $5,194-82.5% | $4,645-80.4% |