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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 | $12,595 | $106,008-88.1% | $92,240-86.3% | $147,586-91.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 21.13% | 50.05%-28.9pp | 176.29%-155.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,886 | $4,333-56.5% | $3,680-48.7% | $4,876-61.3% |
| Participant deferral / active EE | $2,688 | $4,478-40.0% | $3,897-31.0% | $5,439-50.6% |
| Admin fee / account holder | $936 | $6,333-85.2% | $5,194-82.0% | $10,886-91.4% |