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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 | $11,227 | $55,437-79.7% | $155,534-92.8% | $74,459-84.9% |
| Participation rate | 25.3% | 61.9%-36.6pp | 78.2%-52.9pp | 67.2%-41.9pp |
| Annual return | 95.63% | 269.58%-174.0pp | 64.92%+30.7pp | 1369.70%-1274.1pp |
| Employer contribution / active EE | $563 | $2,266-75.2% | $4,675-88.0% | $2,626-78.6% |
| Participant deferral / active EE | $1,003 | $2,837-64.6% | $5,630-82.2% | $4,350-76.9% |
| Admin fee / account holder | $425 | $1,742-75.6% | $15,900-97.3% | $1,945-78.1% |