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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 | $18,202 | $45,566-60.1% | $64,105-71.6% | $59,633-69.5% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | 120.74% | 4.95%+115.8pp | 791.24%-670.5pp | 2041.45%-1920.7pp |
| Employer contribution / active EE | $147 | $934-84.3% | $1,820-91.9% | $2,203-93.3% |
| Participant deferral / active EE | $1,383 | $2,057-32.7% | $2,822-51.0% | $3,192-56.7% |
| Admin fee / account holder | $699 | $3,268-78.6% | $4,499-84.5% | $4,297-83.7% |