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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 | $12,394 | $107,368-88.5% | $92,915-86.7% | $152,909-91.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 52.55% | 145.64%-93.1pp | 109.45%-56.9pp | 345.46%-292.9pp |
| Employer contribution / active EE | $2,332 | $4,222-44.8% | $3,653-36.2% | $4,764-51.0% |
| Participant deferral / active EE | $5,349 | $4,848+10.3% | $4,238+26.2% | $5,851-8.6% |
| Admin fee / account holder | $1,120 | $7,082-84.2% | $5,796-80.7% | $11,601-90.3% |