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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 | $22,863 | $136,307-83.2% | $177,840-87.1% | $73,493-68.9% |
| Participation rate | 68.2% | 86.1%-17.9pp | 87.7%-19.5pp | 70.7%-2.5pp |
| Annual return | 298.33% | 18.68%+279.6pp | 48.32%+250.0pp | 28.51%+269.8pp |
| Employer contribution / active EE | $2,300 | $3,712-38.0% | $5,919-61.1% | $2,270+1.3% |
| Participant deferral / active EE | $4,981 | $5,829-14.5% | $7,714-35.4% | $3,740+33.2% |
| Admin fee / account holder | $804 | $596+34.9% | $12,431-93.5% | $513+56.6% |