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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 | $12,729 | $55,446-77.0% | $155,574-91.8% | $74,429-82.9% |
| Participation rate | 17.4% | 61.9%-44.5pp | 78.2%-60.8pp | 67.2%-49.8pp |
| Annual return | 85.28% | 269.20%-183.9pp | 64.87%+20.4pp | 1368.38%-1283.1pp |
| Employer contribution / active EE | $371 | $2,266-83.6% | $4,676-92.1% | $2,625-85.9% |
| Participant deferral / active EE | $1,110 | $2,836-60.9% | $5,629-80.3% | $4,348-74.5% |
| Admin fee / account holder | $1,776 | $1,743+1.9% | $15,914-88.8% | $1,944-8.7% |