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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 | $12,677 | $211,946-94.0% | $169,452-92.5% | $135,382-90.6% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | 99.53% | 3.26%+96.3pp | 1.83%+97.7pp | 519.77%-420.2pp |
| Employer contribution / active EE | $980 | $5,117-80.8% | $4,157-76.4% | $4,779-79.5% |
| Participant deferral / active EE | $1,237 | $6,075-79.6% | $5,277-76.6% | $5,609-77.9% |
| Admin fee / account holder | $1,350 | $11,472-88.2% | $9,110-85.2% | $10,829-87.5% |