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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 | $7,816 | $101,672-92.3% | $147,117-94.7% | $74,478-89.5% |
| Participation rate | 67.8% | 75.5%-7.8pp | 82.2%-14.4pp | 67.2%+0.6pp |
| Annual return | 18.57% | 8757.83%-8739.3pp | 420.54%-402.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $1,279 | $3,813-66.5% | $4,932-74.1% | $2,626-51.3% |
| Participant deferral / active EE | $3,817 | $7,305-47.7% | $8,065-52.7% | $4,350-12.3% |
| Admin fee / account holder | $1,375 | $1,753-21.6% | $12,993-89.4% | $1,946-29.4% |