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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 | $11,700 | $100,792-88.4% | $86,691-86.5% | $134,509-91.3% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | 73.75% | 29.08%+44.7pp | 35.94%+37.8pp | 418.13%-344.4pp |
| Employer contribution / active EE | $1,580 | $3,491-54.7% | $2,837-44.3% | $4,741-66.7% |
| Participant deferral / active EE | $7,007 | $5,339+31.2% | $4,656+50.5% | $6,400+9.5% |
| Admin fee / account holder | $3,554 | $10,924-67.5% | $7,492-52.6% | $11,427-68.9% |