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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 | $7,520 | $157,296-95.2% | $141,191-94.7% | $152,897-95.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 127.39% | 64.34%+63.1pp | 71.41%+56.0pp | 345.43%-218.0pp |
| Employer contribution / active EE | $1,613 | $5,262-69.4% | $4,736-65.9% | $4,764-66.1% |
| Participant deferral / active EE | $3,362 | $7,111-52.7% | $6,710-49.9% | $5,851-42.5% |
| Admin fee / account holder | $1,090 | $12,125-91.0% | $10,264-89.4% | $11,599-90.6% |