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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 | $11,077 | $60,128-81.6% | $90,440-87.8% | $79,852-86.1% |
| Participation rate | 65.3% | 65.0%+0.3pp | 72.7%-7.4pp | 69.6%-4.3pp |
| Annual return | 16.30% | 71.95%-55.6pp | 1294.38%-1278.1pp | 31.72%-15.4pp |
| Employer contribution / active EE | $326 | $2,068-84.2% | $3,263-90.0% | $2,471-86.8% |
| Participant deferral / active EE | $1,240 | $2,939-57.8% | $3,964-68.7% | $3,740-66.9% |
| Admin fee / account holder | $699 | $3,977-82.4% | $5,615-87.5% | $5,306-86.8% |