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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 | $14,829 | $64,359-77.0% | $90,161-83.6% | $70,126-78.9% |
| Participation rate | 44.4% | 70.4%-26.0pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 269.74% | 28.13%+241.6pp | 34.89%+234.9pp | 73.15%+196.6pp |
| Employer contribution / active EE | $1,035 | $2,046-49.4% | $3,318-68.8% | $2,343-55.8% |
| Participant deferral / active EE | $2,617 | $4,389-40.4% | $5,287-50.5% | $3,332-21.5% |
| Admin fee / account holder | $333 | $3,945-91.6% | $5,943-94.4% | $4,645-92.8% |