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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 | $11,087 | $85,171-87.0% | $172,753-93.6% | $72,976-84.8% |
| Participation rate | 68.0% | 70.1%-2.1pp | 82.6%-14.6pp | 69.5%-1.5pp |
| Annual return | 47.24% | 27.32%+19.9pp | 803.00%-755.8pp | 81.02%-33.8pp |
| Employer contribution / active EE | $2,022 | $3,324-39.2% | $5,144-60.7% | $2,440-17.1% |
| Participant deferral / active EE | $3,082 | $3,260-5.5% | $5,198-40.7% | $3,608-14.6% |
| Admin fee / account holder | $377 | $5,880-93.6% | $13,956-97.3% | $5,124-92.6% |