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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 | $13,374 | $80,753-83.4% | $136,298-90.2% | $62,293-78.5% |
| Participation rate | 57.1% | 73.5%-16.4pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 145.37% | 35.83%+109.5pp | 5156.27%-5010.9pp | 28.90%+116.5pp |
| Employer contribution / active EE | $641 | $2,884-77.8% | $4,696-86.3% | $2,042-68.6% |
| Participant deferral / active EE | $2,552 | $5,164-50.6% | $6,247-59.1% | $3,169-19.5% |
| Admin fee / account holder | $662 | $525+26.0% | $9,244-92.8% | $479+38.1% |