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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 | $10,044 | $103,392-90.3% | $87,104-88.5% | $152,897-93.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 141.26% | 28.10%+113.2pp | 28.19%+113.1pp | 345.43%-204.2pp |
| Employer contribution / active EE | $1,158 | $3,221-64.1% | $2,521-54.1% | $4,764-75.7% |
| Participant deferral / active EE | $3,348 | $4,778-29.9% | $4,048-17.3% | $5,851-42.8% |
| Admin fee / account holder | $3,562 | $12,194-70.8% | $7,491-52.5% | $11,599-69.3% |