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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 | $16,068 | $93,373-82.8% | $152,473-89.5% | $85,851-81.3% |
| Participation rate | 37.5% | 70.1%-32.6pp | 78.2%-40.7pp | 69.3%-31.8pp |
| Annual return | 66.86% | 21.84%+45.0pp | 757.59%-690.7pp | 318.63%-251.8pp |
| Employer contribution / active EE | $975 | $2,996-67.4% | $4,326-77.4% | $2,565-62.0% |
| Participant deferral / active EE | $2,748 | $4,550-39.6% | $5,817-52.8% | $3,952-30.5% |
| Admin fee / account holder | $4,207 | $13,853-69.6% | $15,811-73.4% | $6,261-32.8% |