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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 | $8,930 | $78,425-88.6% | $95,956-90.7% | $79,858-88.8% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 278.14% | 19.37%+258.8pp | 91.63%+186.5pp | 31.72%+246.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,744 | $3,440+8.8% | $4,167-10.2% | $3,740+0.1% |
| Admin fee / account holder | $850 | $5,622-84.9% | $6,797-87.5% | $5,306-84.0% |