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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 | $9,304 | $114,093-91.8% | $96,171-90.3% | $167,536-94.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 275.32% | 190.00%+85.3pp | 192.04%+83.3pp | 478.82%-203.5pp |
| Employer contribution / active EE | $1,226 | $3,429-64.3% | $2,799-56.2% | $4,839-74.7% |
| Participant deferral / active EE | $3,867 | $5,197-25.6% | $4,350-11.1% | $6,342-39.0% |
| Admin fee / account holder | $598 | $6,899-91.3% | $5,538-89.2% | $12,315-95.1% |