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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 | $10,080 | $60,139-83.2% | $90,461-88.9% | $79,856-87.4% |
| Participation rate | 67.2% | 65.0%+2.2pp | 72.7%-5.5pp | 69.6%-2.4pp |
| Annual return | 16.45% | 71.96%-55.5pp | 1294.76%-1278.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $380 | $2,069-81.6% | $3,264-88.3% | $2,471-84.6% |
| Participant deferral / active EE | $929 | $2,939-68.4% | $3,964-76.6% | $3,741-75.2% |
| Admin fee / account holder | $420 | $3,978-89.4% | $5,617-92.5% | $5,306-92.1% |