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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 | $12,204 | $106,003-88.5% | $92,236-86.8% | $147,585-91.7% |
| Participation rate | 35.3% | 80.4%-45.1pp | 76.5%-41.2pp | 82.8%-47.5pp |
| Annual return | 23.52% | 50.05%-26.5pp | 176.29%-152.8pp | 578.57%-555.1pp |
| Employer contribution / active EE | $845 | $4,333-80.5% | $3,679-77.0% | $4,876-82.7% |
| Participant deferral / active EE | $1,938 | $4,478-56.7% | $3,897-50.3% | $5,439-64.4% |
| Admin fee / account holder | $814 | $6,333-87.1% | $5,194-84.3% | $10,885-92.5% |