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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 | $8,141 | $106,008-92.3% | $92,240-91.2% | $147,586-94.5% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 78.78% | 50.05%+28.7pp | 176.29%-97.5pp | 578.59%-499.8pp |
| Employer contribution / active EE | $1,310 | $4,333-69.8% | $3,680-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $1,889 | $4,478-57.8% | $3,897-51.5% | $5,439-65.3% |
| Admin fee / account holder | $504 | $6,333-92.0% | $5,194-90.3% | $10,886-95.4% |