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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 | $11,319 | $115,810-90.2% | $101,271-88.8% | $158,966-92.9% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 227.12% | 56.15%+171.0pp | 46.48%+180.6pp | 302.95%-75.8pp |
| Employer contribution / active EE | $1,410 | $4,175-66.2% | $3,660-61.5% | $4,762-70.4% |
| Participant deferral / active EE | $1,410 | $4,958-71.6% | $4,371-67.7% | $5,983-76.4% |
| Admin fee / account holder | $993 | $7,248-86.3% | $5,948-83.3% | $11,250-91.2% |