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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 | $7,189 | $117,829-93.9% | $102,423-93.0% | $145,877-95.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 172.11% | 31.83%+140.3pp | 29.42%+142.7pp | 551.28%-379.2pp |
| Employer contribution / active EE | $2,743 | $3,615-24.1% | $3,023-9.3% | $4,663-41.2% |
| Participant deferral / active EE | $2,089 | $5,732-63.6% | $5,054-58.7% | $6,691-68.8% |
| Admin fee / account holder | $732 | $13,335-94.5% | $9,455-92.3% | $13,402-94.5% |