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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 | $13,299 | $71,197-81.3% | $93,669-85.8% | $80,925-83.6% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.7%-10.1pp |
| Annual return | 452.93% | 11.27%+441.7pp | 133.59%+319.3pp | 35.65%+417.3pp |
| Employer contribution / active EE | $617 | $1,565-60.5% | $2,424-74.5% | $2,756-77.6% |
| Participant deferral / active EE | $1,256 | $4,036-68.9% | $4,416-71.6% | $4,299-70.8% |
| Admin fee / account holder | $1,463 | $6,959-79.0% | $8,291-82.4% | $6,940-78.9% |