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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 | $10,400 | $64,719-83.9% | $112,249-90.7% | $68,486-84.8% |
| Participation rate | 53.6% | 67.2%-13.6pp | 75.1%-21.5pp | 67.9%-14.3pp |
| Annual return | 493.35% | -11.40%+504.7pp | 27.48%+465.9pp | -7.85%+501.2pp |
| Employer contribution / active EE | $1,435 | $2,747-47.7% | $3,636-60.5% | $2,597-44.7% |
| Participant deferral / active EE | $2,231 | $3,565-37.4% | $4,729-52.8% | $4,028-44.6% |
| Admin fee / account holder | $473 | $5,232-91.0% | $6,412-92.6% | $5,404-91.3% |