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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 | $9,026 | $77,908-88.4% | $149,696-94.0% | $75,173-88.0% |
| Participation rate | 37.5% | 65.6%-28.1pp | 78.8%-41.3pp | 67.2%-29.7pp |
| Annual return | 2671.06% | 31.73%+2639.3pp | 134.46%+2536.6pp | 160.72%+2510.3pp |
| Employer contribution / active EE | $1,224 | $3,138-61.0% | $4,821-74.6% | $2,671-54.2% |
| Participant deferral / active EE | $3,264 | $3,411-4.3% | $5,682-42.6% | $4,126-20.9% |
| Admin fee / account holder | $1,304 | $5,950-78.1% | $13,212-90.1% | $5,651-76.9% |