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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 | $9,624 | $91,037-89.4% | $71,671-86.6% | $147,585-93.5% |
| Participation rate | 37.5% | 76.1%-38.6pp | 68.7%-31.2pp | 82.8%-45.3pp |
| Annual return | 126.25% | 20.48%+105.8pp | 20.65%+105.6pp | 578.57%-452.3pp |
| Employer contribution / active EE | $952 | $3,327-71.4% | $2,460-61.3% | $4,876-80.5% |
| Participant deferral / active EE | $1,126 | $4,498-75.0% | $3,438-67.3% | $5,439-79.3% |
| Admin fee / account holder | $1,767 | $8,613-79.5% | $5,558-68.2% | $10,885-83.8% |