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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 | $10,933 | $77,449-85.9% | $69,483-84.3% | $152,909-92.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 87.18% | 39.09%+48.1pp | 28.99%+58.2pp | 345.46%-258.3pp |
| Employer contribution / active EE | $3,573 | $3,316+7.8% | $2,780+28.5% | $4,764-25.0% |
| Participant deferral / active EE | $9,533 | $4,415+115.9% | $3,537+169.6% | $5,851+62.9% |
| Admin fee / account holder | $379 | $6,210-93.9% | $3,841-90.1% | $11,601-96.7% |