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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 | $8,424 | $108,695-92.2% | $74,722-88.7% | $152,897-94.5% |
| Participation rate | 54.5% | 65.4%-10.8pp | 54.5%+0.1pp | 82.5%-27.9pp |
| Annual return | 35.83% | 114.11%-78.3pp | 753.11%-717.3pp | 345.43%-309.6pp |
| Employer contribution / active EE | $1,106 | $1,504-26.5% | $1,084+2.0% | $4,764-76.8% |
| Participant deferral / active EE | $2,465 | $2,712-9.1% | $1,963+25.6% | $5,851-57.9% |
| Admin fee / account holder | $496 | $4,906-89.9% | $3,335-85.1% | $11,599-95.7% |