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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 | $96,731-82.0% | $123,973-86.0% | $86,983-80.0% |
| Participation rate | 64.1% | 70.0%-5.9pp | 76.7%-12.6pp | 69.5%-5.4pp |
| Annual return | 138.79% | 17.33%+121.5pp | 388.13%-249.3pp | 25.83%+113.0pp |
| Employer contribution / active EE | $1,809 | $3,297-45.1% | $4,126-56.2% | $2,584-30.0% |
| Participant deferral / active EE | $4,506 | $4,152+8.5% | $5,247-14.1% | $4,194+7.4% |
| Admin fee / account holder | $669 | $8,722-92.3% | $11,799-94.3% | $7,856-91.5% |