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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 | $117,829-87.4% | $102,423-85.5% | $145,877-89.9% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 230.25% | 31.83%+198.4pp | 29.42%+200.8pp | 551.28%-321.0pp |
| Employer contribution / active EE | $1,034 | $3,615-71.4% | $3,023-65.8% | $4,663-77.8% |
| Participant deferral / active EE | $6,277 | $5,732+9.5% | $5,054+24.2% | $6,691-6.2% |
| Admin fee / account holder | $387 | $13,335-97.1% | $9,455-95.9% | $13,402-97.1% |