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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 | $14,802 | $117,895-87.4% | $102,460-85.6% | $145,897-89.9% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.9pp |
| Annual return | 230.25% | 31.92%+198.3pp | 29.47%+200.8pp | 552.29%-322.0pp |
| Employer contribution / active EE | $1,034 | $3,619-71.4% | $3,025-65.8% | $4,663-77.8% |
| Participant deferral / active EE | $6,277 | $5,736+9.4% | $5,056+24.1% | $6,689-6.2% |
| Admin fee / account holder | $387 | $13,353-97.1% | $9,460-95.9% | $13,390-97.1% |