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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 | $9,222 | $105,929-91.3% | $81,926-88.7% | $158,950-94.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 75.44% | 38.19%+37.3pp | 29.49%+45.9pp | 302.91%-227.5pp |
| Employer contribution / active EE | $2,364 | $7,802-69.7% | $4,310-45.2% | $4,762-50.4% |
| Participant deferral / active EE | $3,037 | $13,007-76.6% | $7,108-57.3% | $5,983-49.2% |
| Admin fee / account holder | $2,923 | $8,492-65.6% | $5,159-43.3% | $11,248-74.0% |