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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 | $17,411 | $93,345-81.3% | $119,126-85.4% | $87,485-80.1% |
| Participation rate | 64.1% | 68.7%-4.6pp | 75.8%-11.7pp | 68.9%-4.8pp |
| Annual return | 138.79% | 19.08%+119.7pp | 282.11%-143.3pp | 26.06%+112.7pp |
| Employer contribution / active EE | $1,809 | $3,172-43.0% | $4,034-55.2% | $2,596-30.3% |
| Participant deferral / active EE | $4,506 | $4,099+9.9% | $5,318-15.3% | $4,274+5.4% |
| Admin fee / account holder | $669 | $8,039-91.7% | $10,693-93.7% | $7,775-91.4% |