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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 | $8,150 | $91,179-91.1% | $178,499-95.4% | $79,852-89.8% |
| Participation rate | 30.8% | 69.2%-38.4pp | 81.9%-51.2pp | 69.6%-38.9pp |
| Annual return | 302.26% | 24.19%+278.1pp | 151.10%+151.2pp | 31.72%+270.5pp |
| Employer contribution / active EE | $853 | $3,256-73.8% | $5,011-83.0% | $2,471-65.5% |
| Participant deferral / active EE | $1,711 | $3,236-47.1% | $5,202-67.1% | $3,740-54.3% |
| Admin fee / account holder | $354 | $6,749-94.8% | $13,986-97.5% | $5,306-93.3% |