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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 | $19,758 | $85,766-77.0% | $136,298-85.5% | $70,126-71.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 296.01% | 31.46%+264.6pp | 5156.27%-4860.3pp | 73.15%+222.9pp |
| Employer contribution / active EE | $1,324 | $2,966-55.4% | $4,696-71.8% | $2,343-43.5% |
| Participant deferral / active EE | $3,808 | $5,051-24.6% | $6,247-39.0% | $3,332+14.3% |
| Admin fee / account holder | $396 | $5,421-92.7% | $9,244-95.7% | $4,645-91.5% |